Named by Forbes as Best-in-State Wealth Advisors* in Chicago, Andrew McCormick and Todd Showalter, Senior Private Wealth Financial Advisors, lead a full-service wealth management team providing holistic, personalized advice to affluent individuals, families, and their estates. We work with corporate executives, family offices, entrepreneurs, and leaders in their respective industries to develop appropriate strategies and supporting tactics to help them achieve their financial goals.

Our team focuses on the issues that matter most to the clients we serve. We strive to understand the VISION you have for you and your family and the COMMITMENT you have made to living in accordance with your vision. Likewise, we understand specific GOALS you wish to achieve along the way. We then work together to help execute the appropriate STRATEGIES, TACTICS, and TOOLS to help get you there.

*Forbes named Financial Advisors Todd Showalter and Andrew McCormick in their Best-in-State Wealth Advisors 2022, 2021, and 2020 rankings. The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. Fee paid for use of logo.

Vision • Commitment • Goals

Strategies • Tactics • Tools