Where are Wealth Planning Network employees located globally?

Wealth Planning Network has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Wealth Planning Network's team size changed over time?

Wealth Planning Network's team has grown from approximately 3 to 5 employees based on available data.

Wealth Planning Network Employee Directory

Financial ServicesIllinois, United States2-10 Employees

Wealth Planning Network is a complete retirement, estate, and financial planning firm delivering a concierge level of service to individuals and families. Our vision is to become the trusted wealth manager throughout the Chicago-land area for physicians and small business owners. Through a combination of personalized attention, industry expertise, and the latest technology, we are able to provide our clients with a complete wealth management solution. We specialize in asset protection, estate and income tax minimization, investment management, retirement planning, advanced life insurance management, and business succession planning. 

Our main office is conveniently located in Oakbrook Terrace, IL where we serve our clients in the Oak Brook, Hinsdale, Western Springs, Clarendon Hills and Burr Ridge Areas.  

We welcome you to contact our office today to see the difference that Wealth Planning Network can make in your financial future. 

Telephone: (708) 481-4000
1-877-990-PLAN
Fax: (708) 481-4599
E-mail: info@wpn360.com

Find Wealth Planning Network employees' phone numbers or email addresses

Wealth Planning Network Global Highlights

North America
10

United States Of America
10

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Wealth Planning Network's Leadership

L. M.
Director Of Client Services
Mobile Phone
Email
S. W.
Private Wealth Advisor
Mobile Phone
Email

Wealth Planning Network Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other
Community & Social Services

Contact profiles from Wealth Planning Network

Name

Title

Contact Info

Location

Last Update

L. M.
Director Of Client Services
Mobile Phone
Email
United KingdomEngland
S. W.
Private Wealth Advisor
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is Wealth Planning Network known for?

Wealth Planning Network was founded in 2000 operates in the Financial Services industry. The company's main headquarters is located in Oakbrook Terrace, Illinois 60181 United States; you can contact the main corporate office by phone at

+1-708-481-****

. Explore Wealth Planning Network's company overview page for more information.

What is Wealth Planning Network's most common email format?

Wealth Planning Network employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Wealth Planning Network email formats with LeadIQ.

How many employees does Wealth Planning Network have currently?

Wealth Planning Network has approximately 10 employees as of March 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Wealth Planning Network's key employees and leadership?

As of March 2026, Wealth Planning Network's key employees include:

Director Of Client Services: L. M.
Private Wealth Advisor: S. W.

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