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Our 
Story

Trader Wealth Management (TWM) is an independent Registered Investment Advisor (RIA). Initially designed to help traders with their unique financial needs, TWM has developed into an elite resource for successful professionals and high net worth individuals. Whether a client needs a single service or an all-encompassing plan, we have the experience and ability to handle each financial need.



Trader Wealth Management is firm that offers comprehensive services focused on developing a personal relationship with you. This enables us to provide customized investment management and financial planning, efficient tax preparation and forward-looking retirement and estate planning that addresses your personal objectives and goals. Because we are an independent, specialized, boutique firm we offer unbiased advice and products tailored to your unique situation and are always available to you.

Our Team

​​509 W Old Northwest Highway, Suite 240
Barrington, IL 60010

service@traderwm.com |   312.697.2950

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Investment advisory services offered through Trader Wealth Management, LLC, a registered investment advisor domiciled in Illinois. 

 

This site is published for residents of the United States only. We may only conduct business with residents of the states and jurisdictions in which we are properly registered. Insurance products are offered only by professionals licensed in the appropriate jurisdiction where offered.

 

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. Trader Wealth Management, LLC makes no representation as to the completeness or accuracy of information provided at these web sites. Nor is Trader Wealth Management, LLC liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

 

Investments involve risk, including the potential loss of principal. Past performance is not indicative of future result. The content on this website is for informational purposes only and should not be construed as personalized investment advice. Please do not act upon any information provided here without seeking professional guidance from a qualified professional.  Click here to view Trader Wealth Management Client Relationship Summary

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