Building Towards Wealth - Chicago Wealth Management

2024-Can I Make A Deductible Traditional IRA Contribution?

February 13, 2024 If you are wondering whether you are eligible to make a deductible contribution to a... Read more
When to Sell Your Business for Gen X and Gen Y Entrepreneurs

January 22, 2024 As a Gen X or Gen Y business owner, you’ve poured your energy, time, and... Read more
What is Enough In Retirement?

January 9, 2024 Retirement planning is a journey that’s as unique as each individual. What is enough has... Read more
Everything You Need to Know About Selling Your Business

November 14, 2023 Selling a business is not a simple transaction; it is a strategic decision that requires... Read more
How To Pay For Your Kids College Education

November 7, 2023 Navigating the four years of your child’s college education can be an emotional and financial... Read more
Maximizing Tax Planning Advantages of Business Ownership

October 27, 2023 Growing Your Business and Tax Complexity We all know growing your business is a... Read more
Year-End Financial Planning: Your Ultimate Guide for a Prosperous 2024

October 16, 2023 Year-End Financial Planning: Your Ultimate Guide for a Prosperous 2024 Hello everyone, can you believe... Read more
How Can You Protect Your Assets With A Trust?

October 11, 2023 As a business owner or high earner, you have worked hard to accumulate your wealth.... Read more
Beyond the 401(k): How to Maximize Retirement contributions with Profit-Sharing and Defined Benefit Plans

September 18, 2023 Now, you’ve probably heard about 401(k) plans, right? Most business owners have them because,... Read more

Change Your Path

Let's Talk!

Chris Clepp

Wealth Advisor

Not your parent's financial advisor! Chris has worked in the financial services industry for over 18 years. His financial planning forte is on Millennial business owners and professionals to help them navigate the financial world to best position it for their life journey goals. Chris strives to be a rule-changer in regards to how people view typical financial planning.

Chris has spent most of his 44 years in the Chicagoland area, and currently resides in the Avondale neighborhood of Chicago with his wife Katie and son Torsten. Christopher also has a 22 year old daughter who is starting her own career in financial services in New Mexico. LEARN MORE

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Helping Gen X & Gen Y Business Owners

Make Smart Financial Decisions.

2024-Can I Make A Deductible Traditional IRA Contribution?

When to Sell Your Business for Gen X and Gen Y Entrepreneurs

What is Enough In Retirement?

Everything You Need to Know About Selling Your Business

How To Pay For Your Kids College Education

Maximizing Tax Planning Advantages of Business Ownership

Year-End Financial Planning: Your Ultimate Guide for a Prosperous 2024

How Can You Protect Your Assets With A Trust?

Beyond the 401(k): How to Maximize Retirement contributions with Profit-Sharing and Defined Benefit Plans

A Business Owner's
Planning Guide

Sign up to receive our free guide!

Our Services

Planning

Protect

Invest

Stay Connected

Change Your Path

Let's Talk!

Chris Clepp

Wealth Advisor

Helping Gen X & Gen Y Business Owners

Make Smart Financial Decisions.

2024-Can I Make A Deductible Traditional IRA Contribution?

When to Sell Your Business for Gen X and Gen Y Entrepreneurs

What is Enough In Retirement?

Everything You Need to Know About Selling Your Business

How To Pay For Your Kids College Education

Maximizing Tax Planning Advantages of Business Ownership

Year-End Financial Planning: Your Ultimate Guide for a Prosperous 2024

How Can You Protect Your Assets With A Trust?

Beyond the 401(k): How to Maximize Retirement contributions with Profit-Sharing and Defined Benefit Plans

A Business Owner's Planning Guide

Sign up to receive our free guide!

Our Services

Planning

Protect

Invest

Stay Connected

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Change Your Path

Let's Talk!

Chris Clepp

Wealth Advisor

A Business Owner's
Planning Guide