Our clients are comprised of affluent families, individuals, and business owners who value the disciplined approach we bring to each relationship. We seek to help clients accomplish both their short and long term wealth management goals. For individuals with established wealth, we seek to provide strategies with capital preservation and generational wealth transfer in mind. For those with emerging wealth, we strive to help manage risk while pursuing wealth creation strategies. We are dedicated to providing clients with the finest customized recommendations to their investment strategy and financial needs. At the heart of our philosophy is a passion to build enduring client relationships and an unwavering commitment to provide investment guidance that is designed to help set and address financial goals. Partnered with Client Associates, we strive to provide clients with outstanding service and quick responses to daily requests. We contact our clients on a regular basis through phone, electronic communications, and invitations to personalized events. We work closely with our clients other trusted advisors, including attorneys and accountants, to address their tax, trust, philanthropic and estate issues.
Utilizing a defined wealth management process and taking the time to listen carefully to what is important to you is an essential component of every relationship that we have. In addition, we make educating our clients our number one priority so that they can make informed decisions about their finances. A goal of our practice is to balance clients need for growth with their need for income, while keeping a careful eye on risk. We frame our understanding of your lifelong financial objectives with the realities of the current market environment. In keeping with our strict discipline, we do not fight the markets direction. Rather, we pursue conservative strategies that aim to limit downside risk. We are dedicated to our clients welfare and seek long term relationships that extend beyond individual transactions, span market cycles and even generations. By serving our clients well, we also succeed.
Jeffrey Kocis CFP® is a Financial Advisor and Vice President of Investments with over 20 years of experience in the field of professional financial services. He has a Bachelor’s Degree in Business Management from Eastern Illinois University. Jeff began his career at the Chicago Mercantile Exchange and eventually became a member of the exchange. While working at the Chicago Mercantile Exchange Jeff traded in the derivatives marketplace in a wide range of futures and option products including Commodities, Equity Index, FX, and Interest Rate based financial instruments. Jeff holds the CERTIFIED FINANCIAL PLANNER TM certification awarded by the Certified Financial Planner Board of Standards, Inc. Jeff resides in the western suburbs of Chicago with his wife and daughter.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNERTM and CFP® in the U.S., which it awards to individuals who successfully complete CFP Boards initial and ongoing certification requirements.