Business Details
31 Years
experience
Your Trusted Retirement Planning Partner in Oak Brook, IL
Geiger Wealth is a Chicago-based independent Registered Investment Advisory firm specializing in retirement planning for couples in their late 50s to early 60s. With over 35 years of experience, we focus on structuring portfolios to address 20-30 years of retirement through wealth preservation, risk management, and sustainable income strategies. Our process identifies portfolio weaknesses, balances growth with risk mitigation, and creates bulletproof financial plans that protect against market downturns while optimizing tax efficiency.Founded in 1995, we combine macroeconomic expertise with personalized guidance to help clients retire confidently, having appeared in major media outlets like WGN, WBBM, and Forbes. Our team prioritizes client education, simplifying complex financial decisions, and ensuring portfolios generate more income than needed to handle unexpected retirement challenges.
Services
Retirement planning
Portfolio management
Risk assessment
Tax optimization
Income strategies
Details
- Year established: 1995
Highlights and features
- We specialize in retirement portfolios for couples within 10 years of retirement
- Our process identifies and addresses portfolio vulnerabilities before market downturns
- Founder Bill Geiger has 40+ years of macroeconomic and investment expertise
- We prioritize tax-efficient strategies that simplify clients' financial lives
- Proven track record helping Chicago-area clients since 1995
Services
Retirement planning
Our retirement planning service creates customized financial roadmaps for couples within 5-10 years of retirement. We analyze current portfolios, identify risk exposures, and develop strategies that balance growth potential with wealth preservation. The process ensures clients can sustain 20-30 years of retirement expenses while maintaining their desired lifestyle through changing market conditions.
Portfolio management
Active portfolio management focuses on protecting assets while generating sustainable returns. We implement diversified investment strategies that adapt to market volatility, emphasizing tax-efficient withdrawals and compound growth. Our approach prioritizes capital preservation for clients who cannot afford significant losses during their final working years and retirement.
Risk assessment
Comprehensive risk assessments evaluate portfolio exposure to market downturns, inflation, and longevity risks. We identify weaknesses in existing investment strategies and implement protective measures that maintain growth potential. This service ensures retirement savings can withstand economic uncertainties while supporting clients' income requirements throughout retirement.
Tax optimization
Tax optimization strategies minimize retirement tax burdens through strategic asset allocation and withdrawal planning. We coordinate with clients' accountants to implement tax-efficient investment vehicles and distribution methods. This service preserves more capital for retirement spending while simplifying clients' financial affairs before and during retirement.
Income strategies
Income strategies create reliable cash flow that exceeds clients' retirement expenses. We develop diversified income sources including dividend-paying investments, annuities, and systematic withdrawals. This service ensures retirees maintain purchasing power through inflationary periods while providing flexibility for unexpected expenses during extended retirement years.
People
Bill Geiger
Founder and CEO
Bill Geiger has 40+ years of investment experience, including 25 years in Washington, DC analyzing fiscal policy impacts. He founded Geiger Wealth in 1995 to help couples create bulletproof retirement portfolios. A recognized Chicago media personality, he shares expertise through weekly radio shows and television appearances.
Questions
What retirement planning services do you offer?
We provide comprehensive retirement planning including portfolio analysis, risk management, tax optimization, and sustainable income strategies tailored for couples within 5-10 years of retirement.
How do you help clients prepare for market volatility?
Our approach identifies portfolio vulnerabilities and implements protective strategies that preserve capital during downturns while maintaining growth potential through diversified investment solutions.
What makes your firm different from other advisors?
We specialize exclusively in pre-retirement planning for couples, combining macroeconomic expertise with personalized portfolio management to create bulletproof financial strategies for extended retirement periods.
How are retirement income strategies developed?
We create diversified income sources through systematic withdrawals, dividend-paying investments, and annuities that generate reliable cash flow exceeding clients' retirement expenses with inflation protection.
What areas do you serve?
While based in Oak Brook, Illinois, we serve clients throughout the Chicago metropolitan area, South Florida, and provide virtual consultations nationwide for retirement planning needs.
