about us

We are an independent wealth advisory firm working with successful people seeking better financial outcomes – for themselves, their families, their futures and their legacies.

Our Clients

Headquartered outside of Chicago in Elgin, Illinois, the Smithberg Group has decades of experience managing the financial affairs of a wide variety of clients:

Working professionals and business owners concerned about taxation

Individuals thinking about retirement

Families planning for wealth transfer

The recently divorced or widowed managing finances for the first time

No matter their path, our clients all share the common desire to have a trustworthy advisor guide them to make the right decisions about their wealth.

What We Do

Deep Knowledge

Integrated Approach

Combined Experience

We bring our deep knowledge of investing and wealth management to every discussion. Our goal is to educate our clients on the options they face and the opportunities they can seize to achieve success through proper financial planning.

By taking an integrated approach to evaluating each financial situation, we look to synthesize different disciplines into a cohesive set of solutions, tailored to our clients’ individual investment preferences, risk profiles, and personal values.

Combining our experience in developing financial plans, managing portfolios, and building estate plans, Smithberg Wealth takes a comprehensive approach to evaluating, understanding and simplifying the sometimes-complex situations our clients face.

Deep Knowledge

Integrated Approach

Combined Experience

We Are Independent

We Help Our Clients

We Invest In Our Client Relationships

We are independent and do not answer to a corporate agenda, so our advice is objective, transparent and conflict-free. Our goal is to apply our experience and knowledge to inform our clients’ decision-making process, so they can pursue their financial goals with clarity.

We help our clients better understand the financial impact of their situations, weigh their options, and implement a personalized plan with greater confidence.

We invest in our client relationships like partnerships in which we collaborate and guide, and ultimately deliver a rewarding experience for our clients.

Acting as their fiduciary, we always place our clients’ interests first.

We have deep discussions with our clients because we have deep knowledge to share – which we apply to solve problems, resolve complications, and determine the right course of action.

Smithberg Wealth is a partner firm of Sanctuary Wealth, an advanced platform for elite independent advisors.

Sanctuary provides all-encompassing operational and technological support in an ecosystem of partnered independence. Through Sanctuary, we are able to access an array of proprietary and non-proprietary investment vehicles and unbiased options, including unique opportunities available only through the Sanctuary Wealth network of partner firms.

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