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“With passion and dedication, we’re devoted to your financial well-being. We strive to positively impact the lives of our clients every day.”
Office Locations 2700 Patriot Blvd, Suite 250 Glenview, IL 60026
401 N. Michigan Ave, Suite 1200 Chicago, IL 60611
847-262-3030 E-mail: [email protected] Website: www.mappawm.com
**Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., Member FINRA, SIPC, and Registered Investment Advisor. Insurance services offered through Mappa Wealth Management, which is not affiliated with Woodbury
Financial Services. Neither Woodbury Financial Services, Inc. nor its representatives or employees provide legal or tax advice.
Investments may lose value. No bank or credit union guarantee. Not FDIC or NCUA insured.
Why Choose Mappa Wealth Management?
It’s About Partnership
Mappa Wealth Management is your long term partner for navigating financial and life decisions. We help you achieve the best life possible and work with you to make this happen. We bring clarity to complex financial concepts by taking time to explain our approach and making sure you’re actively involved in cultivating your personalized financial plan. Working with you in anticipation of life’s transitions, we can help make sure you’re financially prepared for challenges ahead.
Committed to integrity and transparency, as fiduciaries we take pride in upholding the highest ethical standards. Our clients’ best interests are always our number one concern. We’re here when you need us, in good times and bad. Acting as your voice of reason, we can help assess important life decisions by offering an objective, well-researched and competent opinion. We’re devoted to your financial well-being.
With passion and dedication, Mappa Wealth Management strives to positively impact the lives of our clients every day. For us, it’s always about partnership.
Consider a Partnership with Mappa Wealth Management
Let’s Start a Conversation
Please contact us to schedule a complimentary, no obligation appointment with one of our independent financial advisors or to learn more about our firm and services.
Phone: 847-262-3030
Email: [email protected] Website: www.mappawm.com
Clients who partner with Mappa Wealth Management receive:
• Unbiased and objective advice from independent financial advisors who are fiduciaries** • Personalized financial and investment advice. No “one-size-fits-all” strategy or plan. • Decades of knowledge and experience. We have seen the good times and the challenging times and we can help you navigate through both. • Recommendations and support from an independent and privately-owned firm. We are not bound by sales quotas or proprietary products.
Your Personal CFO
Complete financial assessment Prioritize and set financial goals
Written financial plan On-going review meetings
Cash flow, debt, & budgeting Referrals to CPAs & Attorneys
Assistance with CPAs & Attorneys
Investment Management**
Risk assessment Investment recommendations Regular investment reviews
Consolidate and simplify accounts Web-based consolidated account access
Wealth Management
Pre-retirement planning Retirement distribution planning
Financial planing Life insurance planning
College planning Tax and Estate planning Long-term care planning
Helping You and Your Family
Client educational events and seminars
Insurance audit review Multi-generational planning
Safeguarding & Due Diligence
3rd party compliance and oversight
Independent investment managers and custodians
Investment manager and insurance company due diligence
Impartial investment research
Our Services
Business Owners Corporate retirement plans
(401(k), 403(b), pension plans)
Executive benefits (deferred compensation, key employee retention,
buy/sell funding)
Employee financial education workshops
To help our clients meet their financial objectives, Mappa Wealth Management offers you a full array of concierge services. These professionals complement the broad range of financial services that Mappa Wealth Management provides.
These professionals can offer our clients legal, tax, mortgage, banking, and insurance services. Each of these relation-ships mirror the same values of integrity and trust to which we adhere. They are also committed to providing our clients with the same high level of service and support that you expect from Mappa Wealth Management.
Our Concierge Services
*Offered through Quorum Federal Credit Union. Working with MWM for over 18 years
Contact us for more information about our concierge services
Phone: 847-262-3030 Email: [email protected] Website: www.mappawm.com
Mortgage Brokers Credit Unions*:
Mortgages Lines of credit Personal loans
Banking services
Insurance Brokers:
Health Medicare
Property & Casualty
Attorneys:
Wills Trusts
Estate planning Legal services
For Business Owners:
Business evaluation Buy Sell agreement
Payroll services
CPAs:
Tax return preparation Tax return filing
Tax planning IRS audit assistance
Mappa Wealth Management
Mark A. Mappa, President, Principal MSFS, CFP®, ChFC, CLU, RFC, CFS, CIS, CES
Mark Mappa is the founder, president, and managing principal at Mappa Wealth Management. He has over 30 years of experience in financial planning and wealth management.
As a fiduciary and independent financial advisor, Mark provides objective advice that is tailored to meet each client’s specific and individual situation and that is designed to help them reach their stated financial goals.
He does this by taking the time to listen to his clients and to truly understand their goals and objectives. He also prides himself on being able to explain difficult financial topics in a way that is easily understood.
Mark’s years of experience as an independent financial advisor has led to a philosophy and perspective about financial planning that he incorporates into the strategies he develops for each of his clients. While everyone’s strategy is unique to them, Mark believes that the underlying philosophy of a successful financial plan includes: thinking in terms of cash flow, investing like the wealthy, protecting the downside of your investments, and thinking outside the financial box.
Mark is the author of the book Cash Flow Is King which is based on what he has learned and experienced in his 30-plus years in financial services and about his clients’ expectations for their retirement. The book is a primer on how we all should truly think about money, savings, investments, and retirement. He has also been a guest speaker on the television show The Stock Market Observer and has written numerous articles on financial planning.
Mark and his wife Rachel have three children, Zackary, Tanner, and Sophie. When not working, Mark enjoys reading books on financial topics. He also enjoys sports, driving his corvette, vacationing, and spending time at the family’s Florida home.
Independent Financial Advisor Team
847-262-3031 [email protected]
Steve Wilhusen, Principal, ChFC, CLU
Steve Wilhusen is a financial advisor with over 19 years experience. As an independent financial professional, he provides advice that is objective and in his clients best interests. He helps individuals, families, and business owners define and meet their lifelong financial goals.
The foundation of Steve's practice is a philosophy of independent advice, highly personal service, and a commitment to ethical practices. His skills and experience include developing and implementing savings, investment and insurance planning, and retirement distribution strategies.
Steve has earned the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations. He frequently gives educational seminars on financial planning. He graduated from Truman State University in 2000 with degrees in finance and management and a minor in economics. He was a member of Blue Key, an honor and service fraternity, as well as the varsity soccer team.
Steve is an animal lover, amateur chef, sports enthusiast, fitness and health geek, and travel and adventure seeker.
Brett W. Gardiner, Principal, Private Wealth Advisor
Brett Gardiner is an independent financial advisor whose goal is to help individuals, families and small businesses define and realize their financial goals. He has over twenty-seven years of professional experience, fifteen of which have been in the financial services industry. As a private wealth advisor, he provides advice that is objective, independent, and client centered. Through his fifteen years in the financial services industry, Brett has gained
a truly unique perspective on industry best practices and brings that knowledge and confidence to his clients. Brett understands that through trust, education, communication, and superior customer service, he and his team can help you have confidence in your investments. He also believes that by taking a holistic approach and monitoring investment, tax, estate, college, insurance, and income planning, you can reach your financial goals. He is a 1991 graduate of Indiana University and holds the following licenses: FINRA Series 6, 7, 63, 66 and is Illinois insurance-licensed.
Independent Financial Advisor Team
847-852-4293 M: 847-712-7388 [email protected]
312-805-7869 [email protected]
Tanya Widner, Director of Operations
Tanya is a key figure in providing the highly personalized service and professionalism you have come to expect from our firm. She is responsible for the quality of care each client receives and deserves.
Tanya has over ten years experience in the financial services industry in administration and is fully licensed for insurance planning. One of her great strengths is the enjoyment she gets from working with people like you to help them reach their financial goals. As both a professional and a mother
she understands the importance of financial planning, especially retirement planning and college savings. She works closely with Mark Mappa and is in charge of account management, ensuring that your questions, requests, and possible problems are handled promptly and efficiently. Tanya is also in charge of our firm’s communications with clients, including organizing client events, updating the website, and handling our firm newsletter. In addition, she oversees the organization of quarterly financial reports, the distribution of all firm information, and important notices. She makes sure all documents, applications, and forms are properly and securely rendered in a timely manner. We pride ourselves on our strong relationship with our clients and Tanya’s efforts are a large part of those relationships.
Brook Ford, Client Services Coordinator
Brook is a crucial element in Mappa Wealth Management’s commitment to highly personalized service and professionalism. An important part of her job is to make sure that each of our clients is treated as we would like to be treated.
She developed her skills working as an administrator and paralegal for various offices and her family’s oil and gas business. At Mappa Wealth Management she helps make sure all documents, applications, and forms are properly and securely rendered in a timely manner and that your
questions and requests are handled promptly and to your satisfaction.
Client Services Team
847-262-3032 [email protected] Tanya is not registered with Woodbury Financial Services, Inc.
847-262-3030 [email protected] Brook is not registered with Woodbury Financial Services, Inc.
“With passion and dedication, we’re devoted to your financial well-being. We strive to positively impact the lives of our clients every day.”
Office Locations 2700 Patriot Blvd, Suite 250 Glenview, IL 60026
401 N. Michigan Ave, Suite 1200 Chicago, IL 60611
847-262-3030 E-mail: [email protected] Website: www.mappawm.com
**Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., Member FINRA, SIPC, and Registered Investment Advisor. Insurance services offered through Mappa Wealth Management, which is not affiliated with Woodbury
Financial Services. Neither Woodbury Financial Services, Inc. nor its representatives or employees provide legal or tax advice.
Investments may lose value. No bank or credit union guarantee. Not FDIC or NCUA insured.