Our team works together to make sure that each of our clients receive the timely, personal attention they deserve. We take the time to get to know each of our clients personally. We understand that each person is different and we make it a priority to understand each client on a deeper level. Our goal is to make every client feel special and appreciated because they truly are!
We value our independence! Our firm offers no proprietary products. We are free to choose the most appropriate products and services for each of our clients.
We specialize in portfolio management, retirement planning and retirement income strategies. We prefer to take a comprehensive approach with each client but we can help those that only seek help in specific areas.
Our team can help you address:
We can also answer your questions, including:
Our team takes great pride in our high level of service and client satisfaction. Our knowledge, experience and personal attention have allowed us to help many people just like you with similar issues and concerns for over 30 years. We would be honored if you would consider us to help you as well.
I'm excited to announce that for the eighth consecutive year I've been named as a Five Star Wealth Manager. The complete list of honorees was presented in the November issue of Chicago Magazine. Please click Five Star to see more details about the award.
Award based on ten objective criteria associated with providing quality service to clients such as credentials, experience and assets under management among other factors. Wealth Managers do not pay a fee to be considered or placed on the final list of 2013/2014/2015/2016/2017/2018/2019/2020 Five Star Wealth Managers.
Christopher R. Stein, the President of Christopher R. Stein Comprehensive Wealth Management Inc., has been providing comprehensive personalized investment and financial consulting services to individuals, families and businesses in the Chicago area since 1986. Since 1995, Chris has been a Wealth Manager and Registered Principal with LPL Financial in Skokie, Illinois. Since 2013, Chris has been the President of Christopher R. Stein Comprehensive Wealth Management Inc. Also since 2013 he has been named as a Five Star Wealth Manager* and recognized in Chicago Magazine.Chris defines his mission as guiding each and every client through the process of pursuing financial independence, so they can focus on the most important things in their life. He believes strongly in the personalized financial consulting process where each client's goals, dreams and aspirations as well as their concerns are thoroughly discussed and addressed. He further believes that strong ongoing communication, proactive management and the highest level of prompt client service are absolutely critical to building the close long term relationships he has with his clients.Chris is married with three grown children and lives with his wife Sarah in the northwest suburbs. He is a big Chicago sports fan as well as a fan of his alma mater the University of Iowa, from where he earned a BA in Business Management and Marketing. Chris also enjoys working out, biking, boating, dining out, travel and charitable pursuits.
Director of Client Relations
Alex has been the Director of Client Relations since 2013. He is responsible for answering all client questions that don't involve financial advice. In addition, Alex performs most of the day to day activities in running the office.
Alex has a BA in Economics with a minor in Sociology from Lake Forest College. He makes sure each and every one of our valued clients is well taken care of..
Alex played basketball and golf at Lake Forest and continues to be an avid fan and participant in both sports. He is single and lives in the western suburbs. Alex also enjoys dining out, music and model cars.