Factor Wealth Management, Ltd. Email Format

Financial ServicesIllinois, United States2-10 Employees

Factor Wealth Management, Ltd. is a personal wealth advisory firm based in Chicago, Illinois. Operating within the financial services industry, the firm provides tailored wealth management services to individuals, families, and entrepreneurs, aiming to support clients in making thoughtful financial decisions toward financial independence. As an independent fiduciary, the firm emphasizes transparent planning and disciplined, evidence-based investment strategies, grounded in decades of financial science rather than sales-driven approaches. The organization positions itself as a boutique practice that prioritizes deep client relationships and a high level of service, with a focus on retirement, tax planning, estate strategies, and charitable giving. Founded on a long-standing commitment to fiduciary duty and low-cost, client-aligned advice, Factor Wealth Management emphasizes a fee-only model to ensure alignment of interests with clients.

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