Senior Wealth Management, LLC is an SEC-registered investment advisory firm based in Chicago, Illinois. The company operates on a fee-only basis, meaning they do not earn commissions on product sales, aligning their interests with those of their clients. Their primary focus is on providing comprehensive financial planning and wealth management services to individuals who are retired or nearing retirement, covering areas such as investment management, tax planning, and estate planning to help clients achieve a secure financial future.

Founded in

United States