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.

FORM ADV  

CONTACT US

14837 Harbor Dr (rear office entrance) 

Oak Forest, IL 60452

708.925.9507