Contact

2655 Warrenville Road, Suite 110

Downers Grove, IL 60515

Phone: (630) 716-3600

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AR, AZ, CA, CO, DC, FL, GA, IA, IL, IN, KS, KY, MD, MI, MN, MO, MS, NC, NE, NJ, OH, OK, PA, SC, SD, TX, VA, WA, WI.

 

© 2016 by Professional Wealth Advisors, LLC

Innovative, Client Centered

Business Continuity

ABOUT us

We are a financial services and wealth management firm committed to working with financial planners and advisors to develop their plan for business succession and continuity. Our partners are experienced in creating strategies for financial advisory practices to be sold or merged, and for the continuity and care of the business they have worked so diligently to build.

It is the goal of our firm to enhance the relationships our partner firms have with their clients and the families they serve, while transitioning those relationships to a firm that is rooted in client service, support and financial planning expertise. We would love the opportunity to discuss how we might help you.

Some questions to ask yourself :

  • Why would I want to part with my advising and asset management practice ?

  • How do I think it might benefit my clients?

    • How do I want them treated?

    • What would I want the new team to do, specifically?

  • How do I want to work during the succession process?

  • What do I want to do after the succession process? 

  • What do I think the optimal outcome for my family, my clients and their families would look like?

 

Meet The Team

Joshua Gerry

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Principal | Wealth Advisor

Steve Potts, ChFC®, MLD

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Principal | Wealth Advisor

Peter Wilmot, CFP®, ChFC®

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Principal | Wealth Advisor