Azalea Wealth Management is an independent financial planning and investment management firm based in Chicago. We can help optimize your life and grow your wealth.
What we do.
Financial Planning
Whether you're planning for retirement, building a business, starting a family, or looking to get your finances on track a CFP® professional can help turn the complex into simple. Our planning approach is tailored to your goals and will give you the confidence to take the next step in growing your wealth and living your best life.
Investment Management
Our process starts with your unique goals and objectives. We work together to create a diversified portfolio of global asset classes that gives you the best opportunity to achieve your short and long term goals. We then search the investment universe to find best in class asset managers, low-cost ETFs, and evidence based investment strategies. From there we stress test those portfolios to provide you confidence in any market scenario. We will continue to monitor your progress, and keep you up to date on any tactical changes.
What sets us apart.
Turn Complex Into Simple
A trusted resource you can leverage to turn complex financial matters into easy to understand solutions.
Peace of Mind
As an independent firm and fiduciary you’ll have the peace of mind knowing that everything we do is in your best interest.
Transparency
Straightforward pricing and transparency. You’ll always be kept in the loop.
Always work with a CFP® Pro
Only CFP™ professionals are rigorously trained in 72 areas of financial expertise and must accrue thousands of hours of experience prior to earning their certification.
Technology Driven
Best-in-class tools with leading third-party solutions combined with the scale and resources of Charles Schwab gives our clients the confidence knowing they are working with the best.
Financial Planning Focus
You deserve a holistic financial roadmap tailored to your goals. Always front and center in everything we do is your plan and life.