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Helping You Retire Confidently

Ludwig Wealth Management helps clients keep more of their wealth through tax-focused financial planning and asset management.

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What We Do
Tax-Focused
Financial Planning and Asset Management

Bring your taxes, investments, and financial planning into one cohesive strategy to help simplify your financial life.

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Why We Want to Help You Retire Confidently

CERTIFIED FINANCIAL PLANNER®

Michael Ludwig acts as a fiduciary when serving in his capacity as an Investment Adviser Representative, and has an ethical and legal obligation to put clients' needs first.

Certified Public Accountant

Get a customized roadmap that helps build wealth while minimizing tax liability, both in the short and long term.

Get to Know Us in Elmhurst Magazine

What's our wealth management philosophy, and how do we stay informed in an ever-evolving market? Explore the values and strategies that shape our client-first approach.

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WHY PARTNER WITH US?
Grow Confidence in Your Financial Life

You can rely on us.

We are distinctly prepared with the credentials and experience to provide tax-focused retirement planning to business owners.

Meet Our Team

You can trust us.

As a fiduciary, we are proud to fulfill our duty to act in the client's best interest.

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You can reach us.

We’re a family-owned small business, so our team is available at your convenience.

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WHO WE SERVE

Financial Strategy for Life's Biggest Turning Points

New clients come to us during some of life’s most pivotal and often overwhelming moments—retirement, divorce, job change, or the loss of a loved one. The question is usually the same: “What should I do with this money?” But the answer isn’t one-size-fits-all. We develop financial strategies tailored to clients' unique circumstances and goals.

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Are you navigating a significant life change?

Retirees

Do you live in the Chicago area?

UPS Employees

Do you have at least $500,000 in investable assets?

Our Process
Your Retirement Deserves a Strategy®

Whether you're preparing for retirement or navigating another significant life change, here's how we can work together to help grow your financial confidence:

1.
Consultation

Meet with us to share your needs, wants, and goals, and learn about our tax-focused approach to wealth management.

2.
Strategy

Receive your documented financial strategy, a customized roadmap for helping you pursue your goal.

3.
Implementation

Gain the opportunity for greater financial confidence as we implement your financial strategy, meeting at least annually to review progress.

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4 Moves to Consider with a Financial Windfall

If a large sum of money were to land in your lap, such as an inheritance, do you have a strategy in place to handle it?
Download our five-page e-book for guidance on how to manage a financial windfall.

Financial Insights From Our Team

We want to help you make wise financial decisions. Tap into these resources to understand the options and considerations for retirement planning.

When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust

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What is the Value of Your Business?

What is the Value of Your Business?

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Surprise! You’ve Got Money!

Surprise! You’ve Got Money!

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Contact Us
Let's Get Started

We are ready to connect when you are—whether you need to find a new financial advisor or have questions about your current assets. Contact us, and we’ll reply within one business day.

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