Wealth Management Consulting

W&D’s wealth management philosophy is simple. We want to get to know you in order to help you make the best financial decisions possible.

Chicago Wealth Management Advisory Services

Working with clients across the U.S, and internationally, our focus is to understand your goals and develop a plan to reach them.  We will meet with you to present an analysis and discuss our recommendations.

Together with your advisors, we prioritize and implement the recommendations and monitor your progress.  From here, we plan regular meetings to assess the progress toward your goals and, when necessary, make adjustments to your financial plan.

With these goals in mind, we will work together to assess your total financial planning needs.

Wealth management products and services include:

  • Retirement planning
  • Wealth accumulation
  • ERISA retirement plans/ SEP-IRAs/ Roth IRAs
  • 529 Qualified Tuition Plans
  • Estate and gift planning
  • Life insurance consulting
  • Long-term care insurance consulting
  • Annuities
Ronald Zweig
CPA, Investment Advisor, Partner
Founder of Project Wealth Advisors
 (847) 267-9600 X
rzweig@waradydavis.com

“They go above and beyond to help me.”

– Real Estate Developer and Owner

“A trusted business partner and invaluable resource.”

– Nationwide Transportation Company

“Promises = fulfillment and commitment. Thank you.”

– Disaster Recovery and Clean-Up Business

“Excellent, Always Available, Easy to Work with and an Invaluable Advisor.”

– National Distribution Company

“Incredible understanding of our business. Tailors advice to our needs.”

– U.S. and International Manufacturing Company

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