Heath Ledger’s death in 2008 is another tragic story of an extremely talented artist gone too young. The unfortunate circumstances of his death compounded the complexity of his estate, leaving lawyers and family in a difficult position.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
Monthly Newsletter
Giving to Charity for the Holidays, Even ...Chances are, between basting the turkey and watching the football during the holidays, you’ll find yourself giving to the causes and organizations you believe in. In the U.S., 30% of the year’s charitable giving is done in December, and 10% of the annual giving is just in those last three days of the year!
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Market Commentary
Market Commentary: Dow and S&P Set ...The economy seems poised to decelerate in coming weeks as data showed slowing economic improvement or outright reversals of the recovery. Income data was mixed. Disposable income fell 0.8% in October as government programs expired. Gains in employment pushed employee compensation up 0.7% as more people returned to work.
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Video
How the Election Results Could Impact Your ...Join Jamie Hopkins, Director of Retirement Research at Carson, as he offers insight into Biden’s tax and retirement platforms. Click Here to Watch the Webinar
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Blog
How the Results of the Election Could ...The votes have been cast and now it’s a waiting game. Our country now faces days of a counting, recounting, accusations, potential lawsuits and a runoff election or two. Only then will we know the results of the 2020 election.
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News
3 Roth Conversion Traps To Avoid After The ...Roth conversions can be a powerful tax and retirement planning technique. The idea behind most Roth conversions is to take money from an IRA and convert it to a Roth IRA. Essentially, you’re paying taxes today instead of paying taxes in the future.
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Infographic
10 Tax Planning Tips Your CPA Might Have ...There’s more to tax planning than you think. Do you understand how each of your accounts are taxed? How did you set up your retirement plan? Have you considered an HSA? Take control of your taxes and how they fit into the big picture. Check out 10 planning tips your CPA might have missed. View the Infographic
Read More- How Estate and Gift Taxes Can Impact Your Financial Plan
Heath Ledger’s death in 2008 is another tragic story of an extremely talented artist gone too young. The unfortunate circumstances of his death compounded the complexity of his estate, leaving lawyers and family in a difficult position.Read more
Weekly Market Commentary
