Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
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At The Lorenz Wealth Management Group, we pride ourselves on the value we provide to clients. Taking many forms, that value begins and continues over the course of each client relationship with our focus on doing everything possible to assist clients in reaching their goals, providing security, and helping clients prepare for life’s expected and unexpected turns.
Who do we serve? A loyal and accomplished clientele - from all walks of life - who share a desire for the guidance and perspective a trusted advisory team can provide. Many clients live in the Chicago area, while others reside throughout Illinois and in 19 other states.
Inertia is a common enemy of advisors and clients alike. By demonstrating initiative and being proactive, we differentiate ourselves from many other advisory teams. We believe in moving forward with clients, sharing to-do lists, and getting things done.
Often, we remind clients that we are at the sweet spot in our careers – and that our ages align nicely with their desire for a relationship that lasts through and alongside their changing lives. Being relied upon and achieving positive outcomes together gives our clients and our team a profound sense of pride, confidence, and comfort.
At The Lorenz Wealth Management Group, we believe in serving fewer clients with excellence, rather than many clients with mediocrity. This principle has led to us digging deeper on behalf of a limited circle of client families – and having the ability to discuss, explore, and follow up on a host of financial issues that matter to clients.
Through multiple discussions and meetings, we develop knowledge and appreciation for what’s on a client’s mind and in their heart. Every client – indeed every person – has a unique perspective on their personal finances, what values they place on the importance of money, and what roles their financial advisors should play in their lives. Learning a client’s priorities and values is an ongoing process. The more time we are able to spend with clients, the better able we are to formulate appropriate strategies and adapt in a timely fashion to changing conditions.
As a wealth management team, we are dedicated to increasing the probability of each client’s financial success. Equally important to the end result, we want our clients to enjoy the ride. Being informed, educated, and prepared allows each client to handle life’s financial challenges with the appropriate response – both financial and emotional.
We take pride in our ability to share our experience with clients by articulating concepts in simple terms. Additionally, we apply the knowledge we’ve gained over the years in two ways:
First, we take time to educate clients about the lessons we’ve learned. Investor expectations and fears can often be misaligned to the realities of the markets. That’s why we feel that an educated investor is a prepared investor.
Second, our experience tells us to abide by our own set of principles and guidelines – ones we’ve followed for more than two decades:
Ultimately, we believe clients choose to work with us, stay with us, and refer others because of the overall value we deliver – and because we listen, follow up, follow through, and are reliable.
At The Lorenz Wealth Management Group, we want to know everything about our clients. Listening closely, taking detailed notes, printing out those conversations and referring to them each time, we can connect the dots in clients’ financial lives through a disciplined, planning-based approach that is ongoing – rather than a one-time event.
We understand that investments play a significant role in clients’ lives, but they are not the only variable in achieving financial success. A chair can only withstand the pressure if all four legs are sturdy. For this reason, we encourage clients to engage in broader discussions about what they envision for themselves and their families, their primary concerns (financially, professionally and personally), and what they view as most important to them.
Our capabilities include:
Merrill is proud of our advisors who’ve received recognition from industry publications. We believe they are setting the standard for exemplary client service.
Forbes “Best-in-State Wealth Advisors” 2018-2020
Supported by the global resources of Merrill, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Lending Officer
Bank of America, N.A.
Wealth Management Banking Specialist
UHNW Insurance Specialist
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We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.