Our goal is to be a shining light in the financial advisory industry. With over 30 years of investing experience, our founder, Steve Ciaccio, MBA, CPA, CFP® has gained invaluable experience from over 30 years of investing and 14 years in key financial roles at a multi-national corporation. Additionally, Steve Ciaccio has studied investments and financial markets extensively, having earned both a Bachelor’s degree in Finance at Illinois State University and a Master’s Degree, graduating with distinction, from DePaul University. Steve is also a Certified Public Accountant. Steve has provided educational seminars in both private settings and at Elgin Community College.
Being a wealth advisor requires more than knowledge and experience. Steve Ciaccio has a passion for applying his knowledge and experience with integrity. Steve believes that this is the way to provide the level of service that helps clients work toward their financial goals with comfort and confidence.
We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you.
As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.
Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards.
We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office.