Business Details
Your Trusted Partner for Personalized Wealth Management Solutions
At JMC Wealth, we believe wealth management transcends traditional financial planning. Founded on the principle that every individual's relationship with money is deeply personal, we prioritize understanding the emotional and psychological factors that influence financial decisions. Our approach begins with immersive conversations to uncover your unique goals, fears, and aspirations, ensuring that every strategy we develop aligns with your life vision. With decades of combined experience, our team of certified professionals specializes in crafting personalized financial roadmaps that address retirement, investment, estate, and tax planning.We emphasize transparency, education, and long-term partnerships, empowering clients to navigate financial complexities with confidence. Our commitment to continuous learning and client-centric philosophy ensures that your financial plan evolves alongside your changing needs. By integrating emotional intelligence with technical expertise, we help clients build not just wealth, but lasting legacies that reflect their values and aspirations.
Services
Wealth Management
Retirement Planning
Investment Strategy
Estate Planning
Tax Advisory
Legacy Planning
Insurance Strategy
Financial Counseling
Highlights and features
- We offer 20+ years of experience in personalized financial planning.
- Our team includes CFP, CLU, and ChFC certified professionals.
- We prioritize emotional intelligence alongside financial expertise.
- Comprehensive strategies address retirement, estate, and tax planning.
- Client-centric philosophy with no product sales incentives.
Associations and certifications
- Certified Financial Planner Board of Standards
- Life Underwriting Training Council
- American College of Financial Services
Services
Wealth Management
Our wealth management services integrate emotional intelligence with technical expertise to create customized financial strategies. We analyze your unique relationship with money to develop plans addressing retirement, investment growth, and legacy goals. By combining behavioral insights with market analysis, we help clients build sustainable wealth aligned with their personal values and life objectives.
Retirement Planning
We design comprehensive retirement plans that consider income sources, lifestyle goals, and risk tolerance. Our approach evaluates Social Security optimization, qualified plans, and personal savings to create sustainable income streams. Through scenario modeling and tax-efficient withdrawal strategies, we help clients transition confidently into retirement while maintaining financial security.
Estate Planning
Our estate planning solutions ensure your assets are distributed according to your wishes while minimizing tax implications. We coordinate with legal professionals to create wills, trusts, and advanced directives that protect your legacy. The process includes beneficiary designation reviews and strategies for intergenerational wealth transfer that reflect your family values.
Investment Strategy
We develop personalized investment strategies based on risk tolerance, time horizons, and financial goals. Our approach emphasizes diversified portfolios with regular performance reviews and rebalancing. We focus on long-term growth while maintaining liquidity for changing life circumstances, ensuring investments support both current needs and future aspirations.
Tax Advisory
Our tax advisory services focus on minimizing liabilities through strategic planning and compliance. We analyze income sources, deductions, and credits to optimize tax efficiency. While we don't prepare tax returns, we collaborate with accountants to implement strategies that reduce overall tax burdens and improve long-term financial outcomes.
People
Julie M. Murphy
Chief Visionary Officer
With CFP, CLU, ChFC, and MBA credentials, Julie founded JMC Wealth to address the emotional aspects of financial planning. Her 25+ year career focuses on behavioral finance and personalized wealth strategies that align with clients' life goals and values.
Mark J. Murphy
Financial Advisor
A CFP professional with 20 years of experience, Mark specializes in retirement planning and investment strategies. He combines technical expertise with client education to help individuals achieve financial security while maintaining work-life balance.
Stacey Kassitas
Account Coordinator
Stacey brings 19 years of financial services experience to client account management. Her expertise in 401(k) rollovers and brokerage operations ensures smooth transaction processing and personalized client support within Chicago's financial landscape.
Abigail Grenz
Administrative Assistant
Abigail supports client operations with her organizational leadership background. Her digital marketing expertise enhances client communication processes while managing appointments and administrative workflows efficiently in the Chicago office.
Brady McKay
Client Service Representative
A University of Iowa finance graduate, Brady provides client support while pursuing advisor certification. His sports management background helps him connect with clients through goal-oriented financial planning approaches in Chicago.
Questions
What makes JMC Wealth different from other financial advisors?
We focus on understanding clients' emotional relationship with money to create personalized strategies that align with their life goals and values.
What services do you offer?
We provide wealth management, retirement planning, investment strategy, estate planning, tax advisory, and legacy planning services tailored to individual needs.
Are you fiduciaries?
Yes, as independent certified financial planners, we act in our clients' best interests without product sales incentives or conflicts of interest.
What areas do you serve?
We work with clients in 31 states including Illinois, California, New York, and Texas through our Chicago-based office.
How can I get started?
Contact us for a free 30-minute consultation to discuss your financial goals and determine if our services align with your needs.
