It all starts with dedicated Investment and Financial Planners.

When you partner with PdM's Wealth Management Team, your questions will be encouraged. Our answers will be straightforward. You’ll understand where your money is invested and why, how your investments are performing, and how much it’s costing you. Plus, you’ll have access to expertise, specialists, and insights to help you reach your own specific goals.

It’s an approach to wealth management that’s all about transparency, accountability, and taking ownership of your financial life. Because the best outcomes in life come from being fully engaged.

There are eligibility requirements to work with a dedicated Financial Consultant.

Our Promise

We believe investors deserve better. And here's our promise:
  • Partnering. You’re not just a client at PdM Wealth Management. We believe in partnering with you and getting to know you so we can work together on your terms.
  • Advice. We provide access to commentary and insights from our experts and advice that is understandable, relevant, and actionable.
  • Choice. We offer a broad range of investment options from leading asset managers across the industry, not just our own.
  • Transparency. We’ll be open and honest in all aspects of our relationship, including what you pay for our services and the thinking behind our advice.
  • Value. We design our products and services with a goal of driving down costs, so investors have more money to invest.

You earned your wealth the hard way.
Why manage it the old way?

A Personal Relationship
  • Your dedicated Financial Consultant can partner with you to build a relationship defined by your goals, preferences, and active involvement.
  • He or she can help you choose from a variety of services based on your goals, including portfolio management, banking, retirement planning, trading, insurance, annuities, and more.
  • You’ll have direct access to experienced specialists in areas like fixed income, global investing, charitable giving, and tax, trust, and estate planning.
  • Our portfolio management team will diligently work with you from beginning to end.

To begin discussing your wealth future, please contact us at 312.945.8384 or by email to schedule an appointment.

A commitment to what serves, not what sells.