A MULTIDIMENSIONAL
ADVISORY BOUTIQUE
Preservation, Growth, Income Generation, Distribution, & Tax Efficiency
"Make no little plans; they have no magic to stir men's blood."
Daniel Burnham,
American architect and urban designer
Rudwall Wealth Management LLC aims to be the most respected, trusted, and hired
investment advisory boutique that serves successful families, Family Offices, business owners, and institutions with their wealth management and investment advisory needs.
As a privately-owned, truly independent investment firm, we provide clients with white glove, concierge-type service as they seek to achieve their family's financial goals and investment objectives.
OUR ENGAGEMENT COMMITMENT
As true fiduciaries, good conscience obligates us to perform our duties in good faith and act in our clients' best interests. Our financial advisory team works closely with our families and their other trusted advisers toward achieving three strategic goals:
- Protecting and sustaining your wealth,
- Creating incomes for multiple generations, and
- Implementing advanced, multi-generational planning strategies.
OUR INSTITUTIONAL PROCESSES
We utilize numerous disciplined processes to personalize our portfolio management practice by:
- Planning and implementing institutionally-driven processes,
- Customizing asset allocation processes,
- Diversifying into most major asset classes and styles, and importantly,
- Adapting to changes in our clients' circumstances and market conditions.
OUR CORE BUSINESS SEGMENTS
- Public Markets- Traditional Wealth Management and Investment Advisory Services,
- Family Offices - Structures, Strategies, and Tactics, and
- Private Markets - Private Equity/Credit, Venture/Angel Investing, and M&A Advisory.
OUR VISION
CASH MANAGEMENT
You can manage your various sources of income, automatic deposits, checking, bill pay, E-transfers, etc.
ESTATE PLANNING
We can assist your family and estate planning attorney implement strategies that can effectively distribute your wealth both during your lifetime and upon passing, in the most tax-efficient manner.
FINANCIAL PLANNING
We objectively assess your financial goals and investment objectives, and help you to prioritize your longer-term needs, wants, and wishes. We monitor your progress towards your goals, and help you adapt going forward.
INVESTMENT MANAGEMENT
We provide you with a truly open architecture platform of thousands of investment solutions including institutional investment managers, exchange traded funds, mutual funds, etc.
TAX PLANNING
We help you and your tax accountant to manage your wealth in the most tax-efficient manner. RWM does not offer tax advice.
RETIREMENT PLANNING
We can help you plan for retirement by creating: a retirement income that can help you deal with inflation, escalating health care costs, and greater longevity; a process to both protect your wealth and to seek growth.
PRACTICE AREAS
OUR PROFESSIONALS
JAMES F. RUDWALL
FOUNDER & CEO
Jim has over 40 years of financial advisory experience in assisting already-successful
families protect, grow, and distribute their wealth.
Tel: (847) 987-5915
RICHARD J. O'SHANNA
DIRECTOR-DUE DILIGENCE
Dick has over 43 years of experience in global M&A, capital markets, and tax planning.
Tel: (312) 613-2431 chuck@rudwallwealth.com
CHARLES E. LIEF
COO/CCO
Chuck has over 41 years of financial services experience with institutional operations and business development.
NATHAN E. FREEMAN
WEALTH ADVISER
Nate has 25 years as a financial services professional, including wealth management and insurance services.
RYAN T. SIEPKA
WEALTH ADVISER
Ryan has over 14 years as a financial services professional.
Tel: (847) 902-5946
Tel: (847) 790-6235
Tel: (847) 414-4503
ryan@rudwallwealth.com
"Quality is a habit, not an act." Aristotle
RUDWALL WEALTH MANAGEMENT LLC
"The beginning is the most important part of the work."
Plato
For any general inquiries, please contact Chuck Lief at (312) 613-2431 or via e-mail at chuck@rudwallwealth.com
© 2023 by Rudwall Wealth Management LLC
Disclosures: Investment advisory services are provided by Rudwall Wealth Management LLC, a Registered Investment Adviser (RIA), whose registration is approved by the SEC and the State of Illinois. The use of the term "registered investment adviser" does not indicate a certain level of skill or training. Investments recommended by RWM are not FDIC insured. Investments are subject to investment risks, including possible loss of the principal amount invested. Nothing in this presentation is intended as legal or tax advice. Please contact your attorney or tax adviser to seek advice based on your circumstances. For additional information about RWM, including fees and services, please contact our office for our disclosure statements as set forth on Form ADV. Our Form ADV is also available at the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov).