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Concierge Services

To help our clients meet their financial objectives, Mappa Wealth Management offers you, your family and your business, a full array of concierge services and solutions. These services complement the broad range of financial services that Mappa Wealth Management provides.

We do this by bringing into our financial planning process professionals who can offer our clients legal, tax, mortgage, banking and insurance services. Each of these relationships mirrors our own values of integrity and trust; they are also committed to providing our clients with the same high levels of service and support that you expect from Mappa Wealth Management.


 
Contact Us
Phone: 847-262-3030
Fax: 847-262-3034  
E-mail: info@mappawm.com

Locations:

2700 Patriot Blvd
Suite 250,
Glenview, IL 60026

401 N. Michigan Ave
 Suite 1200,
Chicago, IL 60611


We Offer You
  • Retirement Planning
  • Comprehensive Financial Planning
  • Investment Management
  • Estate Planning
  • Insurance Planning
  • Tax Planning
  • Wealth Management
  • Business Succession Planning
MWM Brochure
MWM Newsletter


Upcoming Events


 
 
 

* Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC.  WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.  WFS does not provide tax or legal advice.

WFS Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states (registrations vary by individual representative):  AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, LA, MI, MN, MO, NC, NJ, NV, NY, OH, PA, SC, TN, TX, VA, VT, WA and WI.

NOT NCUSIF INSURED • MAY LOSE VALUE • NOT A DEPOSIT • NO CREDIT UNION OR FEDERAL GOVERNMENT AGENCY GUARANTEES
 


Check the background of this financial professional on FINRA's BrokerCheck.