Risk Mitigation/ Insurance Reduce stress with risk management

One of the cornerstones in building an integrated financial strategy is to manage risks that can significantly impact your current lifestyle and long-term goals. Managing risk can take many forms from establishing emergency funds to weather temporary financial setbacks, prudent investment strategies that consider tax and other risks in a holistic way, and insurance strategies that can transfer financial risk to an insurance company.

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Whether your situation is complicated by family, tax or other concerns, we can help you navigate and develop advanced risk mitigation and transfer strategies as part of a holistic financial plan designed to meet your goals and protect you and your family.

  • Insurance policy review
  • Wealth replacement strategies
  • Life insurance planning
  • Disability insurance planning
  • Long term care planning
  • Estate liquidity planning
  • Asset protection planning

Professionals

James V. Petitpren, II
Executive Private Wealth Advisor & Chief Investment Officer

Luke M. Schillo
Director of Planning and Portfolios

Alexandra A. Coquoz
Private Wealth Analyst

Frank L. Washelesky, CPA, JD, CVA, PFS
Chief Compliance Officer

Risk Mitigation/ Insurance

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Firms News

06.08.20

Message from Managing Director Mark Thomson
Over the past two weeks, I have watched the many peaceful protests across the City of Chicago, our local communities and across the nation. People of all backgrounds are speaking out against the continuing injustice against people of color, specifically Black people.

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Forward Thinking
Forward Thinking