At Lynch McPeek Wealth Management, our mission is to help clients take advantage of those opportunities by providing them with three key tools:

  1. A clear understanding of their financial goals
  2. A well-defined roadmap to help achieve those goals
  3. Advice to help adjust their roadmap when their needs change
Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to pursue both short- and long-term objectives. On our website, you'll find valuable information for evaluating your current position and progress toward financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy. You'll also find calculators that will help you assess your current and future needs. Please remember to visit our website often, as our content is constantly changing. For help with your financial management, or for more information on Lynch McPeek Wealth Management, please contact us today.

Branch Headquarters

Lynch McPeek Wealth Management

25170 Pennyroyal Drive

Bonita Springs, FL 34134

(By Appointment Only)

Primary On-Site Office

Lynch McPeek Wealth Management

2700 Patriot Blvd., Suite 420

Glenview, IL 60026

(Walk-in’s, Appointments, Mailings)