Wealth Management

Precise Planning & Guidance

Managing the wealth you’ve worked so hard to earn requires careful planning and guidance. Using our JRW Advantage model, we help our clients build, preserve and transfer wealth to make the financial future bright for them and their families.  Our services include:

Financial Planning

Working with you and your other advisors, we provide an independent perspective and develop investment strategies to build wealth while minimizing your taxes.

Estates and trusts

A sound estate plan can ensure your heirs receive the majority of your assets. We’ve helped establish and have managed hundreds of estate plans and trusts for our clients, and we review them regularly so they meet changing client needs and tax laws.

Family office services

A sound estate plan can ensure your heirs receive the majority of your assets. We’ve helped establish and have managed hundreds of estate plans and trusts for our clients, and we review them regularly so they meet changing client needs and tax laws.

Contact Us

John R. Waters & Company

225 West Washington St., Suite 1120
Chicago, IL 60606
P: 312.554.3400
F: 312.554.3401