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The Financierge reflects the diversity of services and thought leadership we provide our clients. Not only do we guide our clients through all the phases of their financial needs, but we also do so in a context that is holistic and comprehensive. We devote as many resources to being consultative planners as we do being quality investment managers, integrating the accumulation, preservation, and transfer phases of wealth management.
In this month’s issue of The Financierge, we start with Tax Planning by discussing capital gains taxes when selling your home or rental property.
In this month’s issue of The Financierge, we start by covering the benefits of Health Savings Accounts and some basics on rental property taxation.
In this month’s issue, we start with discussing the merits of a Roth IRA and converting eligible IRA assets.
In this month’s issue of The Financierge, we start by covering a few tax-saving numbers you should know for 2022. We also share some ideas on helping to navigate the financial elements of a divorce.
In this month’s issue of The Financierge, we start by covering several topics on retirement planning and tax planning.
In this month’s issue of The Financierge, we start by covering several topics on real estate, tax planning, estate planning, and risk management.
In this month’s issue of The Financierge, we start by covering some topics on real estate, tax planning, and risk management.
In this month’s issue of The Financierge, we discuss topics reflecting the diversity of the planning and thought leadership we provide.
Don is a Managing Director and Partner in the team’s Private Wealth Management practice, where he advises on comprehensive strategies to help clients achieve their long-term goals. Areas of focus include investments, estate and tax planning, financial planning, risk management, real estate, wealth transfer, life management, and charitable planning.
With over four decades of C-Level corporate executive and financial advisory experience, Don previously worked at several private and Fortune 1000 global companies holding positions such as Independent Board Director, President & Chief Operations Officer, and Global Chief Information Officer. Don has an M.B.A. from DePaul University and a bachelor’s degree in Accounting with Economics minor from Illinois State University.
Securities offered through HighTower Securities, LLC, Member FINRA/SIPC, HighTower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org
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