Let us help you Create, Build and Preserve your family fortune.

Welcome to

Left Brain Wealth Management

At Left Brain, we specialize in working with rising affluent and high net worth investors.

You’re here because you’re ready to take the next step in your investment journey. Whether it’s your first step or your 100th, Left Brain leads the way to investment strategies for today’s dynamic markets. We’re a team of investment advisors, aided by an investment analyst team and our use of a new Securities Evaluation Application, Jarvis, We’re here to create a customized financial plan for you and your family.

The Left Brain difference is individualized service that gives your money the momentum to work smarter, harder and more efficiently for you.

Click here to discover how the Left Brain difference can help you.

WHAT WE CAN DO FOR YOU

Investment Strategy

Dynamic market forces require nimble investment strategies.

Today’s markets respond to global events at a fiber optic pace. So, it’s easy to be overwhelmed by the overload of unlimited information we come across every day. You want someone on your side to make sense of this tangle of data.

The team at Left Brain has the tools, time, and experience you need to provide you with a clear financial strategy.

Whether events result in long term or short-term impacts on market trends, we’re on your team to help you make informed choices to secure your financial future.

Click here and see why Left Brain has the right strategy for you.

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Whether you’re planning on moving to a house with a view of the golf course, doing some globetrotting, building that tiny solar house on a lake, or just spending time with the people you love, at Left Brain we’ll work with you to get on track and on target.

You think about your financial future all the time. Let Left Brain do some thinking for you, so you can spend your time thinking about the finer things in life.

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Left Brain Wealth Management

Bridging investment stages and individual client needs

We provide a carefully selected, customized and continually re-assessed financial portfolio designed to meet, our clients’ dynamic financial needs and goals throughout life by providing services like portfolio management, investment strategies, retirement planning and so on .

2014 Foundation Year
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Creating Wealth

Building Wealth

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Chicago Office

215 Shuman Blvd #304, Naperville, IL 60563