Our approach seeks to optimize the impact of comprehensive wealth. Since financial wealth is the result of non-financial wealth (i.e. wealth generation capabilities), your financial wealth in the future will depend on both your financial and non-financial decisions today. For this reason, we not only focus on the conventional disciplines of financial planning and wealth management, we also pay particular attention to the personal and relational context of your legacy plan.

Note: Investment advisory products are offered through Twende Asset Management LLC, an Illinois state Registered Investment Advisor. Twende Asset Management LLC is registered to provide investment advisory services in Illinois. The information included herein should not be considered a solicitation or an offer to sell products or services in any state besides those in which Twende Asset Management LLC is properly registered/licensed. This content is for informational and educational purposes only and not intended as investment advice or a recommendation to buy or sell any security. Investment advice and recommendations can be provided only after careful consideration of an investor’s objectives, guidelines, and restrictions.

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