Entrepreneur and political figure Andrew Yang drew an important analogy between parenting and owning a business: “If you knew what it entailed you might not get started. But you’re glad you did.” Like parenting, owning a business involves sleepless nights, cold meals and an unbelievable amount of energy, but it’s also an enriching journey and makes life worth the trip.Read more
Advice in Common Language
Straightforward Fees
FORBES TOP-RANKED TEAM
People deserve to understand what’s happening with their money.
Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life and your future.
At Harrison Wallace Financial Group, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.
First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.
We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.
As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.
Whether you’re investing hundreds or millions, at Harrison Wallace Financial Group we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.
Discover the right investment strategy for you.
Tell us a little more about your investment objectives and level of comfort with risk.
By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?
How to get started.
1. Schedule an appointment
2. Meet with us for a custom listening session
3. Get your personalized strategy
Schedule an appointment.
Please provide your name and email and we will have an advisor contact you.
Our financial planning services are built on trust, transparency and accountability.
Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services
Portfolio Management
Our teams of analysts and money managers have designed unique and relevant strategies for every kind of investor. Learn More
Risk Management
Risk Management is identifying the exposures that exist in the event of a disability, premature death or extended health care need to your family situation. Learn more
Tax Planning
Tax Planning is the process of reviewing how you are currently utilizing tax deferred, tax exempt and tax favored strategies. Learn more
Wealth Planning
Wealth planning is defining your goals, determining what you’re currently doing to reach those goals and what obstacles are getting in your way. Learn more
Estate Planning
Estate Planning is the process looking at the current distribution and potential estate tax liability of your assets in the event of your passing. Learn more
Personalized Wealth Management
Harrison Wallace Financial Group’s mission is to cultivate a long-term relationship built on confidence, integrity and trust by providing the highest-quality objective advice that focuses on each client’s unique goals. We incorporate a sophisticated, comprehensive wealth management approach with a solution-based game plan.
At Harrison Wallace Financial Group, we’re committed to delivering on our word. That’s why you’ll benefit from the Harrison Wallace Financial Group team’s goal of delivering our mission, vision and core values to our clients daily. We are a wealth management firm based in Libertyville, Illinois serving affluent families, business owners, executives and institutions. Our team provides the highest level of service for our local and national clients in financial planning and investment management. Contact us today and let Harrison Wallace Financial Group help you on your True Wealth journey.
Investment Management
Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.
Carson Partners
Carson Partners is a network of growth-minded advisors with one common massive transformative purpose: to be the most trusted for financial advice.
Our Location
Headquartered in Libertyville, Illinois, Harrison Wallace Financial Group provides the highest level of service for our local and national clients. Contact us today to speak with a wealth advisor or financial professional nearest you.
Insights
Harrison Wallace’s team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more
Blog
Knowing When to Update Your Estate PlanFrom the family tea set to the most complex estate, transferring wealth – of whatever size and definition – couldn’t be more common. What’s less common but just as important is outlining a specific plan and updating it as circumstances change.
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Market Commentary
Market Commentary: Higher-Than-Expected Inflation Rates Cause Consumer ...The Federal Reserve raised its inflation forecast 1.0% for this year to 3.4% and indicated inflation will stay near its target of 2.0% in coming years. Based on a more rapid recovery and higher-than-expected inflation in recent months, Fed officials estimate the Fed will raise interest rates twice in 2023. The moves also suggest the Fed will start reducing its bond-buying program this year rather than in 2022.
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Monthly Newsletter
How Financial Scams Work, and How to ...Editor’s Note: This article was updated in June 2021. In the late 1920s, an enterprising Bostonian started selling subdivisions in the sunny ‘burbs of Florida. Promising orange trees in the backyard and rolling waves out the front door, he sold plots – sometimes 23 an acre! – near bustling towns like Nettie. Unfortunately, the entrepreneur’s name was Charles Ponzi, and Nettie, like his other locales, was a work of lucrative fiction.
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Video
Why You Might Need to Update Your ...Watch this webinar hosted by Carson’s Vice President of Trust Services, Sarah Duey, to learn more about why you might need to update your estate plan.. Click Here to Watch the Webinar
Read More- Life Insurance Strategies for Business Owners
Entrepreneur and political figure Andrew Yang drew an important analogy between parenting and owning a business: “If you knew what it entailed you might not get started. But you’re glad you did.” Like parenting, owning a business involves sleepless nights, cold meals and an unbelievable amount of energy, but it’s also an enriching journey and makes life worth the trip.Read more
Weekly Market Commentary
