Athena Private Wealth

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United States
Lombard, IL
Athena Private Wealth

An independent fiduciary firm, providing Education, Planning, and Comprehensive Wealth Management.

Address

1 E 22nd Street, Suite 405
Lombard, IL
60148

Telephone

+18472998877

Website

http://www.athenaprivatewealth.com/

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Profiter CPA Group
2625 Butterfield Road Suite 303W, Oak Brook

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Our Story

For more information, please visit our website at: http://athenaprivatewealth.com

Educated & Experienced Teams (our average experience is over 20 years)

2 CFP® Professionals, 1 CPWA® Professional, 2 MBA's

100% of our advisors have an MBA or Bachelor degree in business, finance, or accounting.

You will always have a CFP® Professional on your team.

Our teams have experienced a variety of market and economic environments. We have seen it all, and can advise you with wisdom.

Large Firm Capability with a Personal, Fiduciary Approach

With the support of our large partners, we offer the same robust capabilities of larger firms, but without the "sales" focus of the larger firms. A true fiduciary experience. Your financial advice should be customized to your unique situation.

Our virtual team of recognized experts give us resources normally reserved for family offices.

Charles Schwab & Co. - Over $2.46 Trillion in assets under management and 9.3 million accounts. Unmatched customer service.

Orion Advisor - Cutting edge reporting and client portal, providing more perspective than simple account access. Mobile optimized for iPhone, iPad, Android.

55-ip - Sophisticated quantitative capabilities and disruptive tax technology, allowing us to seek reduced risk, taxes, and expenses on your managed portfolios.

A Virtual Team of over 20 specialists in tax, legal, and business advisory.