top of page
Potential Clients
Step One: Determine your Risk Number
Becoming a Fearless Investor
Learn more about your risk number and how to become a more fearless investor by watching this video!
Step Two: Tell us about yourself!
CONTACT YOUR FINANCIAL ADVISOR - let us get to know you
Before we can build a plan to help you meet your financial goals, we’ll need to know a bit more about you. In this short exercise, answer questions about yourself and your future objectives. Then, request a consultation so that together, we can build a plan to help you get there.
Step Three: Learn More!
To Learn More About Wealth Simplified Click Here
To Learn More About Retirement Simplified Click Here
Main Office
Trader Wealth Management, LLC
509 W Old Northwest Highway, Suite 240
Barrington, IL 60010
CBOT Office
The Chicago Board of Trade Building
141 West Jackson Boulevard, Suite 1404
Chicago, IL 60604
bottom of page