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Purposeful Wealth

EST. AUM
$500,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area Chicago
CRD Number
Website purposeful-wealth.com
Client types

Overview

Purposeful Wealth is a fiduciary wealth management firm based in Palatine, Illinois, serving families and individuals who want to align their wealth with their values and long-term goals. The firm traces its roots back to 1981 and the legacy of Guillaume & Freckman, formally adopting the Purposeful Wealth name in 2025 to reflect a focus on intentional, values-based planning. Advisors provide comprehensive financial planning and customized investment management through the Purposeful Wealth Experience®, emphasizing wisdom, stewardship, generosity, and contentment in all economic environments. The team prioritizes education, clarity, and multi-generational guidance so clients can make confident, purposeful financial decisions.

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Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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