GRH Wealth Management | Chicago IL

Financial Strategies

Effective solutions for every stage of life.

Investment Advice

Smart financial advice for the discerning investor.

Estate Planning

Preserve a legacy that will last.

Our Three-Step Process

Every action we take is based on our data-driven, 3-step process.

Assess

Data-driven analysis is the foundation for everything we do.

Plan

Individualized strategies ensure that your goals are always a priority.

Manage

Our comprehensive financial management means we're ready to address your every need.

You Deserve Your Own Financial Strategy

No two people are the same, so why would you want someone else's financial strategy? After all, with different careers, life path, and goals, you need advice tailored to your situation. That's why we seek to simplify the complex, while also providing a level of service rarely seen in the financial industry.

Ready to get started? We are ready to help.

Contact Us

Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

Estate Strategies of the Rich and Famous

The examples of famous celebrities underline the need for a clear estate strategy.

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Yours, Mine, and Ours: Estate Strategies for Second Marriage

Second marriages are a trigger event to revisit any existing estate strategies.

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Data Breach: Your Security To-Do List

This article provides a checklist of steps to take if you experience a data breach.

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When Markets React

When markets shift, experienced investors stick to their strategy.

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Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

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Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

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Meet Our Team

William L. Reap, CRPC®

Vice President | Financial Advisor

Mark S. Hofstetter, CFP®

Vice President | Financial Advisor

Brian T. Gray, CRPC®

Vice President | Financial Advisor

Martha Draper

Client Associate

Download our Free Social Security Ebook!

Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.

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