BMO Wealth Management - U.S. Employee Directory
Financial ServicesIllinois, United States501-1000 Employees
BMO Wealth Management - U.S. offers a comprehensive set of wealth management services to individuals and families, covering planning, banking and borrowing, investments, retirement planning, trusts and estates, charitable giving, risk management, and tax strategies, with dedicated services for ultra-high-net-worth clients. The firm emphasizes a holistic view of a client’s finances and works to navigate the complexities of wealth management so clients can pursue their financial goals. Headquartered in Chicago, Illinois, the organization operates within the financial services industry and serves clients across varying levels of wealth. Its approach focuses on understanding the full financial picture and proactively addressing questions while taking deliberate, thoughtful actions. In December 2025, BMO partnered with the Local Initiatives Support Corporation to launch the Fueling Emerging Entrepreneurs grant program in Los Angeles County.