MSB Wealth Management & Associates is a Chicago-based investment management firm committed to providing unbiased guidance to our brokerage clients, insurance and annuity planning for retirement purposes and estate/trust planning for insuring our clients' legacy.
Our goal is to provide the highest degree of unbiased professional investment services and communication to all of our clients. Our fully licensed associates have over 25 years of experience in successful asset, insurance, estate and trust management.
Our clients are individuals with an average net-worth exceeding $1 million, business owners, corporate executives and trusts.
If you find our business model and goals appealing, we invite you to explore the different tabs of our site. We also welcome the opportunity to hear from you.
Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered.
The broker-dealer, investment advisor, BD agent or IA rep in question may only transact business in a state if first registered, excluded or exempted from state broker-dealer, investment advisor, BD agent or IA rep registration requirements, as may be; and follow-up, individualized responses to persons in a state by such broker dealer, investment adviser, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, as may be, will not be made absent compliance with state broker-dealer, investment adviser, BD agent or IA rep registration requirements, or an applicable exemption or exclusion.
Investments products and services available only to residents of : Arizona (AZ), California (CA), Colorado (CO), Florida (FL), Georgia (GA), Illinois (IL), Michigan (MI), Ohio (OH).
Fee-based advisory services are available only to residents of : Arizona (AZ), California (CA), Colorado (CO), Florida (FL), Georgia (GA), Illinois (IL), Michigan (MI), Ohio (OH).
We are licensed to sell insurance products in the following states of: Florida (FL), Illinois (IL), Indiana (IN), Michigan (MI), North Carolina (NC), New Jersey (NJ), Ohio (OH), Texas (TX) Wisconsin (WI), Wyoming (WY).