Chestnut Beach Wealth is an independent, fee-only financial planning and wealth management firm based in Wilmette, Illinois. As a fiduciary, I help women and families make informed financial decisions by bringing investment management, tax strategy, and estate planning together.
Where many of my clients begin. You may see yourself in more than one of these.
“What if I didn’t have to manage every financial decision myself?”
You’ve built a career, a family, and a financial life you care about. Now you want your money to support what’s next, with a trusted professional to help you manage it.
“How much can we really spend?”
You’ve saved well for decades. Now you want to know what your money can make possible, so you can travel, give, and enjoy the life you’ve built.
“What should we do first?”
A business sale or inheritance can change your financial life overnight. Big decisions arrive quickly. Together, we’ll make a plan for what to do now, what can wait, and how your wealth can support the next chapter.
“My advisor looks after my investments. Who’s looking after the rest?”
Your investments are only one part of your financial life. I connect them with your taxes, estate plan, and bigger goals, coordinating with your CPA and attorney and staying in touch along the way.
The first call is 20 to 30 minutes. No preparation needed.
Founder, Chestnut Beach Wealth LLC
I spent more than two decades in institutional capital markets, working with experienced investors and learning how markets work. When I began helping my own family and friends with their finances, I saw that investment advice often focused on performance without connecting investments to tax strategy, estate planning, or broader financial goals. Important opportunities were being missed.
I started Chestnut Beach Wealth to bring those pieces together. You work directly with me, an advisor who combines market experience with an understanding of your full financial picture to help you make informed decisions.
A focused conversation about one financial decision, with an experienced perspective to help you move forward.
A one-time, flat-fee financial plan that brings your investments, taxes, insurance, and estate goals together so you can plan your next chapter with confidence.
Fee-only investment management and a financial plan that evolves with your life, with regular meetings and direct access to me.
Every financial life is different. Here are a few of the questions I help clients think through.
These examples are illustrative and do not represent actual clients.
“How much can we comfortably spend?”
You’ve spent decades saving and investing. Now comes a different challenge: turning what you’ve built into a life you can enjoy.
Together, we’ll create a plan that helps you understand what you can spend today while keeping your future in mind.
“How can I help my children without taking away their drive?”
You want to help when it can make a meaningful difference, without taking over decisions that should be theirs to make.
Together, we’ll think through how your resources can support your children while respecting their independence.
“What should I know before selling?”
Selling a business or liquidating a large stock position can create significant tax consequences. Planning ahead may create opportunities to reduce taxes and make strategic gifts as part of your estate plan before the transaction.
I’ll help you see the full picture and coordinate with your CPA and attorney before you make a move.
Whether you have one question or want an ongoing planning partner, let’s talk about what’s on your mind.
