Wolfstone Wealth is an independent wealth management firm serving successful business owners, professionals, and executives in Chicago and the surrounding area. Its approach brings together the many parts of a client’s financial life, coordinating planning and investment services to create a clearer picture and a practical roadmap toward financial independence. The firm’s work is grounded in risk management and tailored to each client’s goals, circumstances, and future plans.

Services include comprehensive financial planning, portfolio management, cash flow management, tax planning, estate planning, and insurance analysis. Wolfstone also advises on issues relevant to business owners and high-income professionals, including equity compensation, retirement planning, and making effective use of income. Clients can engage the firm for ongoing investment management or, in some cases, financial planning for a flat fee. The firm describes its advice as fiduciary and fee-only, with investment management fees varying according to assets managed. Meetings are available by Zoom or in person in the Chicagoland area, and the firm partners with Charles Schwab as its custodian.