Our Capabilities
Investment Policy Administration
IPS Creation, Implementation & Management
Financial Planning & Modeling
Liquidity/Needs Analysis
Feasibility Studies & Probability Analysis
Simulations & Stress Testing
Investment Management
Customized Asset Allocations
Open Architecture Investment Platform
Research & Investment Analysis
Ongoing Monitoring & Rebalancing
Performance Reporting
Retirement Planning
Income Replication Strategies
Required Minimum Distribution Planning
Savings Vehicle Comparisons
Company Retirement Plans
Plan Design, Selection & Servicing
Fiduciary & ERISA Guideline Advisory
Participant Education
Institutional Asset Management
Non-Profit Reserve Management
Endowment Management
Trust Management
Estate Planning
Trust Needs Analysis
Estate Tax Reduction/Elimination
Succession Planning & Wealth Transfer
Philanthropic Planning
Tax Advisory & Planning
Tax Efficient Investing
Tax Liability Analysis
Retirement Plan Distribution Planning
Tax Planning & Tax Preparation
Risk Mitigation
Concentrated Business Interests
Concentrated Equity Positions
Life Insurance Needs Analysis
Long Term Care Needs Analysis
Bear Market Stress Tests
Investing involves risk and you may incur a profit or a loss. Please carefully consider investment objectives, risks, charges, and expenses before investing.
Advisory services are offered through McDonnell Wealth Management, LLC dba McDonnell Capital Management (”McDonnell Capital"), a Registered Investment Adviser.
CONTACT US
14837 Harbor Dr (rear office entrance)
Oak Forest, IL 60452
708.925.9507