Team At Strategize Wealth Management Group, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.We can help you address:Investing principles and strategiesRetirement investing and distribution strategiesEstate conservation issuesRisk management analysisWe also can answer your questions, including:Can I retire early?Are my investments working hard enough?What’s a good approach for college savings?What are the elements of a sound estate strategy?Do I have enough life insurance for my family?Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation. David Charnot Investment Advisor Representative/Managing Partner (708) 724-3478 firstname.lastname@example.org Dave Charnot founded Strategize Wealth Management Group in 2015 to accomplish two major goals: To provide a financial service that would allow anyone to achieve personal financial independence AND to provide a network for financial... Read more John DeMarco Investment Advisor Representative/Managing Partner (708) 655-1913 (779) 254-2159 email@example.com Clients are always surprised at the simplicity of my financial plans. In my experience, the real challenge lies in seeing the big picture and analyzing all the working parts. By delivering an approachable plan, I help my clients... Read more Pamela Bettenhausen Investment Advisor Representative/Managing Partner (708) 296-1636 (708) 688-1036 firstname.lastname@example.org Growing up on the South side of Chicago, I watched as many families struggled with money and finances. From a young age, I was determined to have my own business and to help educate people about the benefits of being financially... Read more Have a Question? Name Email Address Question Thank you! Oops!