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Wealth Management Firms Chicago

Wealth Management Firms Chicago

Managing your finances can be challenging. You have to figure out the right investment strategies, sort out your taxes, protect your hard-earned money, and so much more. It’s for these reasons that wealth management firms in Chicago exist. A Chicago wealth manager provides advice suited to your specific needs and implements the plan on your behalf. So, if you’re wondering how to ensure your money works for you, you should hire a top-rated Chicago wealth management firm like ours.

At Tranel, we’re a strategic partner that provides top-of-the-line wealth management services. Our mission is to understand your objectives and develop strategies that’ll make sure you get to where you want to be.

Our Firm

As top financial advisors, we offer comprehensive wealth management services. To us, your success is ours. That’s why it’s our aim to see to it you’re truly confident about your finances. It doesn’t matter if you’re a newbie or seasoned in wealth management; we’ll help you attain your objectives.


Our company was founded by Roch and Kat Tranel in 1988 with a mission to help clients realize their financial goals through calculated planning. Over the years, we’ve witnessed investors repeating the same mistakes. That’s why we’re keen on making sure you don’t go down the same path. We equip clients with the tools, education, and guidance needed to avoid costly mistakes. As the best Chicago financial advisors, we’ve seen that managing money using the finest strategies and investments in a controlled way maximizes your chances of achieving the desired outcomes.


At Tranel, we’ve earned a reputation for putting our clients’ interests first and guiding them on the path to financial independence. We provide personalized advice to our clients on risk-controlled, tax-efficient approaches to wealth management, preservation, and accumulation. By first understanding what a client needs, we’re able to aid them in getting organized, setting goals, and creating and executing strategies aimed at achieving their objectives.


Unlike other wealth management advisors that focus on investing alone, at Tranel, we offer holistic wealth management strategies tailored to your unique priorities and lifetime goals. No one understands better than us that no two people have identical goals. That’s why we give our clients dedicated attention and use a client-centric approach to customize a plan that takes them where they’re going. We also focus on guiding you through the different financial stages in your life, celebrating each milestone, and striving for greater success. Even though financial markets can shift and life changes, we’ll keep you on track by proactively adjusting your plan to reflect the changes that have taken place.

Wealth Management Experts You Can Trust

It doesn’t matter if you want to grow your wealth or preserve it, we’ll offer objective guidance with personalized, comprehensive, risk-controlled, and tax-efficient approaches. We’ll also craft a comprehensive, fully custom wealth management strategy that addresses your unique needs and helps you realize your goals. Looking for one of the best wealth management firms in Chicago? Search no further than us at Tranel. Contact us:

Wealth Management Firms Chicago

The Tranel Financial Group

+1 847-680-9050

Wealth Management Firms Chicago

1509 North Milwaukee Avenue


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Jon Brooks was wonderful to work with on filing for bankruptcy. He is professional, polite, and very detailed. I'm so grateful I'm debt free... Read more

Michelle D., San Jose

I just wanted to take this time to say that I had the privilege of being represented by my bankruptcy attorney Jon. At first I was really te... Read more

Frank S., San Jose

Jon focused on the key issues quickly, and knew critical answers I could not find elsewhere – even from other attorneys! I highly recommen... Read more

C.C., San Jose

If you are reading this, chances are you haven’t been on a ‘winning streak’ in your life lately. When my wife and I came in to see Jon... Read more

Keith A., San Jose

Jon provided me with the pros and cons of what type of bankruptcy to file which I understood very well as they were presented to me and my w... Read more

Tony G., Fremont

Jon Brooks demonstrated confidence, compassion, and professional integrity while handling my challenging bankruptcy case. He skillfully disc... Read more

Lisa C., Palo Alto

I can't thank Jon enough for helping us through the most difficult time in our life. Coming to the conclusion that I had to file bankruptcy ... Read more

J.S., San Jose

Choosing Jon to represent me in my bankruptcy case was the best decision I have ever made! He is extremely knowledgeable and explained every... Read more

Sara L., Campbell

Jon Brooks helped us get a fresh start without making us feel ashamed for our bankruptcy. He and his staff were professional to an ultimate ... Read more

Y. Carter and D. Carter, San Jose

I am a young single mother that went through a very difficult time and knew bankruptcy was the smartest option for me at the time. Mr. Brook... Read more

S.M., San Jose

We were saved by the office of Jon Brooks when our country was in the Great Recession. They solved our second mortgage and debt problems pow... Read more

Sam S., San Jose

Jon Brooks and his wonderful team helped me with my bankruptcy case and gave me back my peace of mind. My initial (free) consultation with M... Read more

Raquel P., San Jose

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