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Bringing Confidence to Your Investment Planning

Who We Serve

Lynch McPeek Wealth Management has served the Glenview community for over 60 years, providing high-net-worth clients with personalized investment planning and investment management. With offices in Glenview, Illinois, and Bonita Springs, Florida, we deliver tailored solutions to individuals and families across the country.

Working with Us

Today's investment climate offers unprecedented opportunities. At Lynch McPeek Wealth Management, our mission is to help clients take advantage of those opportunities by providing them with three key tools:

We explore what is most important to you and your family so every part of your plan reflects your priorities.

We outline actionable steps that guide your investments, insurance, and financial decisions toward your objectives.

When life circumstances shift, we review your plan and suggest adjustments to keep your goals within reach.

Our Services

Our services cover a wide range of financial management, from investment and retirement planning to risk management and estate conservation. We specialize in helping our clientele develop a comprehensive, cohesive financial strategy that fits their unique needs, enabling them to pursue both short- and long-term objectives. For more information about our business and services you can explore our site or navigate to our ''Contact Us'' tab to reach out to us today.

Investment Products

Developing your investment plan includes choosing which products and services might help you meet your financial goals. Review some of the selections we offer to our clients. We can discuss what might work for your situation and help you as you work toward achieving your goals.

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Retirement Planning

Creating a plan can help you stay focused, plan for challenges, and make choices that work for you. Find out how to create and manage your retirement plan. We'll look at your whole picture. Together, we'll prioritize your goals for the future and map out a financial course to help you achieve them.

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Estate Planning Strategies

Everyone could use an estate plan. It's not about what you own – but putting you in control. Estate planning can often be fairly simple with professional help. Sometimes it’s more complex. In either case, here's helpful information to begin thinking about your plan.

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Tax Management Strategies

Looking for ways to reduce your current and future tax burden? We review your full financial picture, coordinate with your existing tax professionals, and refer you to qualified specialists when needed.

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College Savings Plans

As a parent or grandparent, you're probably considering how to balance paying for college while planning for your retirement. Many families use some combination of savings, investments, borrowing, and financial aid (if available).

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Branch Headquarters (By Appointment Only)

Branch Headquarters (By Appointment Only):
25170 Pennyroyal Drive
Bonita Springs, FL 34134. Opens in new tab

Primary On-Site Office (Walk-in’s, Appointments, Mailings)

Primary On-Site Office (Walk-in’s, Appointments, Mailings):
2700 Patriot Blvd., Suite 420
Glenview, IL 60026. Opens in new tab