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ADVISOR CONNECT - February 2025 |
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From the Desk of Your Trusted Team:
Expanding Our Services to Meet Your Needs
We are excited to be writing from our NEW Chicago office (same address, different floor), where the energy of a fresh space is palpable. The first quarter is always a busy time collaborating with clients to implement our 2025 Outlook and integrate planning ideas into their investment strategies. Beyond that, our firm continues to grow and evolve, expanding the ways we support our clients.
As part of this growth, here are a few key offerings we recently introduced to help address critical aspects of wealth management over the past six months:
- Property & Casualty Insurance Review – The insurance landscape has seen significant disruptions due to rising premiums, policy cancellations and reduced coverage—especially in response to extreme weather events like wildfires and hurricanes. Through our partnerships with well-vetted insurance specialists, we help clients assess their coverage, identify gaps and help ensure their policies align with their broader financial strategy.
- Bill Pay & Financial Administration – Managing personal finances, particularly with multiple accounts, properties and obligations can be overwhelming. Our bill pay service streamlines the process, offering greater efficiency, organization and peace of mind.
- Advanced Estate Planning – For families with complex estates, business interests or philanthropic goals, we expanded our estate planning services, including advanced trust structures, tax-efficient wealth transfer strategies and tailored solutions for multi-generational wealth preservation.
- Enhanced Investment Portal – We upgraded our client portal to provide a more seamless and intuitive experience. With enhanced reporting, performance tracking and improved access to key financial insights, our portal makes it easier than ever to stay informed and engaged with your portfolio, including the addition of an app (search "Fiducient" in the Apple Store or Google Play).
These offerings complement our core wealth management services, reinforcing our commitment to holistic financial support. To learn more about how these services can benefit you, please reach out to our team.
As our team continues to grow, the greatest compliment we can receive is a referral to our practice.
We appreciate the trust you place in us and remain dedicated to delivering the highest level of service. |
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Members of The Wealth Office® Chicago team in our new office space! |
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For Love and Money: Financial Planning for Couples |
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by Alison Fitzgerald, Consulting Analyst |
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Money can be the root cause of many relationship issues. From arguing about how much you spend at brunch to getting defensive when the credit card statement arrives, finances can drive a wedge between even the most loving couples. If you are planning to build a future together - whether that’s buying a home, taking vacations or having children — you need to know where your financial worlds align and where they might clash. A healthy relationship is one where both parties understand and recognize their... Read More |
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The Power of Compounding: How Time Can Be Your Best Investment Ally |
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by Benjamin Van Zoest, Consulting Analyst |
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Compounding has long been celebrated as a cornerstone of successful investing, offering the potential to grow wealth exponentially over time. Today, harnessing the power of compounding is more than just an investment principle; it is a strategic approach to help achieve financial independence and long-term security. The concept goes beyond simple returns, demonstrating how reinvested earnings can create a snowball effect, building momentum with each passing year. We will explore... Read More |
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Video: Three Critical Estate Planning Documents |
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| Click Here to Watch |
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Team Member Spotlight: Ted Dawson |
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What is your greatest career accomplishment so far?
My greatest career accomplishment is becoming a Consultant with Fiducient Advisors. It has afforded me the opportunity to proactively educate and simplify the financial lives of my clients.
Are you currently pursuing any designations?
I am a CFA Level II Candidate, which means hundreds of hours spent studying with hundreds more to come. I’m looking forward to the impact this certification will have in better serving my clients. |
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Ted Dawson
Consultant |
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What do you enjoy the most about working at Fiducient?
Easily the people. The clients I work with have diverse backgrounds and a wealth of knowledge; I hope to learn as much from them as they do from me and our team. My colleagues share an extensive expertise, whether it is service, analytics, research or operations. I’m lucky to be part of this experienced organization.
What do you like to do when you’re not at work? Any interesting hobbies or volunteer organizations you work with?
When not at work or studying, I enjoy golfing, fishing, skiing, traveling with my girlfriend and spending time with friends and family. I’m a die-hard Boston sports fan so you can find me at many games, particularly Boston College football. |
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This report is intended for the exclusive use of clients or prospective clients (the “recipient”) of Fiducient Advisors and the information contained herein is confidential and the dissemination or distribution to any other person without the prior approval of Fiducient Advisors is strictly prohibited. Information has been obtained from sources believed to be reliable, though not independently verified. Any forecasts are hypothetical and represent future expectations and not actual return volatilities and correlations will differ from forecasts. This report does not represent a specific investment recommendation. The opinions and analysis expressed herein are based on Fiducient Advisor research and professional experience and are expressed as of the date of this report. Please consult with your advisor, attorney and accountant, as appropriate, regarding specific advice. Past performance does not indicate future performance and there is risk of loss.
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