XXI Wealth

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XXI Wealth — overview

About

XXI Wealth is an Illinois-based wealth manager and registered investment advisor. It provides investment advisory services to its clients on both discretionary and non-discretionary basis. The services it offers include financial planning, financial consulting, retirement planning, tax planning, estate planning, insurance planning, education planning, income planning, charitable giving, investment management, portfolio management, and wealth management. The wealth manager advises individuals, high-net-worth individuals, trusts, estates, charitable organizations, corporations, and limited liability companies.

XXI Wealth - known decision makers (6)

Position	Location	Asset Class
Managing Partner & Wealth Advisor	Chicago, US	PEREHF
Managing Partner, Director of Client Service	Chicago, US	PEREHF
Managing Partner, Director of Investments	Chicago, US	PEREHF
Managing Partner, Director of Investments	Chicago, US	PEREHF
Senior Vice President, Client Service Manager	Chicago, US	PEREHF

Showing 5 of 6 known decision makers XXI Wealth

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