15255 South 94th Avenue,
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can assist you in pursue of a brighter future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Investment Advisor Representative/Managing Partner
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...
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...
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...