Company Overview:

Leonetti & Associates, LLC is one of the largest independent wealth management firms in Illinois, managing more than $425 million for nearly 500 clients throughout the country.  Since 1982, we have helped clients build financial security through the use of our unique financial planning process.  Our planning team approach delivers a well-defined system of wealth management services and benefits customized to our clients’ needs. 

We are an organization built on honesty and integrity, operating with the highest of ethical standards.  These qualities, combined with experience, depth of professional staff, a dedicated client service team and a long history of achieving desired results for its clients, has led to a high level of client satisfaction.  It is also what makes our firm the logical choice for those seeking high-quality, objective and thorough financial advice.   

Company Services:

Investment Management – Our firm offers investment advisory and related wealth management services to individuals, families, trusts and small businesses.  Each client’s investment management program is tailored based on their unique risk profile, investment time horizon and financial objectives.  We have a long history of servicing clients through their working years and into retirement.  Our wealth management team has depth of experience, knowledge and holds various professional designations.  The team is responsible for the research, creation and maintenance of the strategic asset allocation for clients’ investment portfolios. 

Financial Planning  - For over 25 years, Leonetti & Associates, LLC has been providing fee-only financial planning services.  Our team of professionally skilled and experienced planners work with you to provide the expertise needed to help you make sound financial decisions.  Our dynamic Secure Future Solution^SM planning process helps you take control of your financial situation.  We work with you to formulate strategies and prepare a financial plan designed to help you achieve your goals.  Our financial planners are knowledgeable and undergo extensive training and continuing education.  We offer an array financial planning services to individuals, families, estates, charitable organizations and small entities.   

Michael Leonetti is the CEO of Leonetti & Associates, LLC (“LA”).  He is a Certified Financial Planner, Certified Fund Specialist and Accredited Investment Fiduciary.  Mike is an Investment Advisor Representative and offers advisory services through LA, a SEC-registered investment advisor.  He is also a Registered Representative of Sanders Morris Harris Inc., an affiliated broker/dealer and member FINRA/SIPC.