Personal wealth plans
Customized plans focused on preserving and growing assets.
Minotti Financial Group
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About Minotti Financial Group
Personal wealth services include customized financial plans focused on preserving and growing assets. The group also helps businesses provide employee benefit plans while addressing fiduciary risk and administrative work. Estate planning is another service, with plans designed to preserve and protect wealth during a client's life and after death. Financial plans are tailored to clients' varying needs and goals, and the firm says it observes a fiduciary standard of care. Minotti Financial Group has provided financial services since 1980. Its specialties include personal wealth planning, corporate client services, and estate planning. The firm is based in Chicago.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Corporate benefits
Helps businesses provide employee benefit plans.
Estate planning
Plans to preserve and protect wealth during life and after death.
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