Porte Brown Wealth Management LLC is comprised of a dedicated team of reliable professionals. Our team has been offering unparalleled support and financial advice for more than fifty years combined. Whether you are interested in investment planning, income protection, retirement planning, or a combination of the many services Wealth Management offers, our team is here to ensure you receive the attention and assistance you need to achieve financial peace of mind.
Ron is the Director of Financial Services of Porte Brown Wealth Management and is responsible for providing wealth management solutions for individuals and businesses tailored to achieve the client’s specific goals. Ron has been in the financial services industry since 1984 and obtained his CERTIFIED FINANCIAL PLANNER™ certification in 1988. Ron owned his own business for 20 years before joining Porte Brown LLC. When Ron is away from the office, he likes to spend time with his wife and three children, go golfing, and attend Chicago sporting events. One place you definitely won't see Ron is climbing mountains because Ron is afraid of tall heights! Email: Ronald Manso
Abe is a dedicated Wealth Management Advisor for Porte Brown Wealth Management. He is a CERTIFIED FINANCIAL PLANNER™ professional who holds the FINRA Series 7, 66 and Life, Accident & Health Insurance license. He also has a Bachelor of Business Administration, Finance from Texas Tech University. Abe consults with individuals and families, as well as businesses of all varieties. Regardless of the client's size or type, Abe utilizes a holistic approach to wealth management to find solutions specific to his clients' goals and needs. Abe joined Porte Brown Wealth Management in 2014, and prior to that he spent eight years in the financial industry serving clients and CPAs. In his free time Abe enjoys spending time with his wife Sarah and his son Alex, honing his golf game, and riding his bike around Arlington Heights. Email: Abe Chidalek
Nicky is a passionate Financial Advisor with the Financial Paraplanner Qualified ProfessionalSM designation, as well as FINRA Series 7 and 66 licenses, and the IL Life, Accident, and Health Insurance Licenses. She started her career at Porte Brown LLC in May 2000 and moved to Porte Brown Wealth Management LLC in 2010. Nicky is committed to empowering women by developing personalized strategies that reflect their unique needs, goals, and aspirations. Outside of work, Nicky enjoys creating lasting memories with her husband Erik and their two children, Zachary and Mackenzie, often through their shared love for traveling and exploring. Email: Nicky Mackowiak
Madeline has been with Porte Brown since 2013 and holds the Series 6 and 63 licenses. She graduated from DePaul University with a Bachelor of Science in Finance. Before joining Porte Brown, Madeline spent nine years in the Wealth Management sector with CRM Investments and Equitable, where she supported various aspects of the business. Currently, she focuses on working with and educating 401(k) Plan Sponsors and Participants. In her spare time, Madeline enjoys traveling, golfing, cooking, and spending quality time with her family. Email: Madeline Terrett
Sandy joined our firm in August 2018 and has since been an integral part of our team. As a Client Operations Specialist, Sandy excels in working closely with our current clients to ensure their needs are met and their expectations surpassed. Additionally, she plays a crucial role in onboarding new clients, guiding them through the initial stages and delivering outstanding service and support. When she’s off the clock, Sandy loves a good happy hour and spending time with her family and friends. Email: Sandy Thompson
Not only does Porte Brown Wealth Management have a dedicated advisory team, it also has 12 licensed wealth management advisors who provide additional expertise and knowledge. This experienced team is comprised of financial advisors and accounting professionals, who are committed to providing Porte Brown Wealth Management clients with comprehensive wealth management planning and strategies. Each of these licensed advisors are partners at Porte Brown LLC and all of them have decades of knowledge in the accounting and financial industry. They also have various industry-specific certifications to further support Porte Brown Wealth Management clients. For more specific information on our licensed advisors, visit the Porte Brown LLC website.
We’re dedicated to providing comprehensive planning advice through a tax-focused lens, and we’re backed by Avantax, the firm that pioneered Tax-Smart Investing™ over 30 years ago.
Long ago we realized the significant role taxes play in planning for the future. After all, it’s what you have at the end of the day, not what you earn, that defines true wealth. That’s why we apply the combined expertise of both tax and financial planning professionals to identify strategies unique to your situation and help you achieve the best financial outcomes.
Other firms may say they offer tax-conscious strategies, but when you read the fine print, their services only include a narrow scope of after-tax solutions.
Only Avantax Financial Professionals are backed by Tax-Smart Investing™, which lets us apply an array of ongoing tax-optimized strategies designed to help minimize your current and future tax exposure.
Together, we can design a customized – financial plan to help maximize wealth and meet your goals —both now and into the future. Contact Us Today!
Porte Brown Wealth Management was recognized for its extraordinary achievements throughout the year at the 2018 1st Global National Conference that took place from Nov. 11–13 at the Omni Louisville. Porte Brown Wealth Management was named a Five Diamond Eagle, which is awarded to firms based on the criterion of the firm’s production volume across all product lines.
“Diamond Eagle firms set themselves apart from the crowd because of their commitment to redefining what it means to be exceptional, consistently demonstrating what it takes to excel in remarkable fashion,” former 1st Global Chairman and CEO Tony Batman said. “They are dedicated to the individuals, families and businesses they serve, and they create a precedent for others to follow through their passion and admirable conduct.”
1st Global is pleased to congratulate Porte Brown Wealth Management for reaching Five Diamond Eagle status, deeply appreciates Porte Brown Wealth Management’s devotion to serving its clients through comprehensive financial planning advice and commends Porte Brown Wealth Management on its continued progress and accomplishments.
In keeping with the level of excellence demonstrated by Diamond Eagle firms, the theme of 1st Global’s National Conference 2018 was “Redefining Exceptional.” Diamond Eagle firms live out this theme every day in their offices by differentiating themselves in the marketplace, pacesetting firm growth and leading the charge on in delivering an extraordinary client experience.
1st Global enlisted the wisdom of a handful of key speakers to share their experiences and insights on significant trends that drive markets and the significant opportunities created by them. Speakers included Shawn Achor, Harvard researcher and positive psychology expert; Sally Hogshead, “New York Times” bestselling author, researcher and creator of The Fascination Advantage®; Wade D. Pfau, PhD, CFA®, professor of retirement income at The American College and founder of the Retirement Researcher; Robert C. Doll, CFA®, senior portfolio manager and chief equity strategist, Nuveen Asset Management; Jeff Bush, principal of The Washington Update; and Ronald J. Baker, founder of VeraSage Institute.
1st Global was founded in 1992 by CPAs who believe that accounting, tax and estate planning firms are uniquely qualified to provide comprehensive wealth management services to their clients. 1st Global is a research and consulting partner that provides CPA, tax and estate planning firms with the education, technology, business-building framework and client solutions that make these firms leaders in their professions through dedicated professional client relationships built around wealth management. Around 350 firms have chosen to affiliate with 1st Global, making it one of the largest financial services partners for the tax, accounting and legal professions.
The Diamond Eagle award is given to firms based on the criterion of the firm’s production volume across all product lines.
Securities are offered through 1st Global Capital Corp., which is a Member of FINRA and SIPC and is headquartered at 12750 Merit Dr., Ste. 1200 in Dallas, Texas, 214-294-5000. Investment advisory services are offered through 1st Global Advisors, Inc. Additional information about 1st Global is available at www.1stGlobal.com
For further information, please contact Porte Brown Wealth Management at achidalek@pbwealth.net or call us at (847) 357-9995.
