Wells, Roselieb & Raia Wealth Management

EST. AUM
$100,000,000

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Firm Details

Metro area Chicago
CRD Number
Website wrrwm.com
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Overview

WRR Wealth Management is committed to helping clients accomplish their lifelong dreams, providing custom wealth management strategies continually monitored and reviewed by an experienced team of financial advisors dedicated to exceptional service. Founded in Oak Brook, IL, the firm provides comprehensive services including investment management, wealth management, and financial planning with a distinctive client-centric "Planning With Perspective" approach. Thomas B. Wells, ChFC®, CLU® brings over 23 years of wealth management experience, Douglas L. Roselieb, RICP® brings over 30 years with a focus on business succession planning and generational wealth strategies, and Anthony Raia, CFP®, RICP® specializes in wealth accumulation, distribution, and transfer strategies. The firm was founded in 2005 and serves entrepreneurs, executives, peak-career professionals, pre-retirees, retirees, and high-net-worth individuals across the greater Chicago area.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

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

Wells, Roselieb & Raia Wealth Management

Platform Details

Investment Preferences

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