Puzzle Wealth Solutions® LLC

Schaumburg, Illinois

5.0 (38 reviews)
Call (630) 425-5955 Visit website →

About

Puzzle Wealth Solutions is an independent registered investment adviser based in Schaumburg, Illinois, specializing in investment management, wealth management, and guidance for small business owners and corporate executives. The firm employs a structured planning process that includes comprehensive financial planning with annual Monte Carlo analysis, portfolio construction across equities and fixed income, coordination with clients' tax and legal advisers, insurance strategy review, and tax-efficiency planning, with quarterly and annual portfolio reviews. Puzzle Wealth was recognized as a 2025 and 2026 Forbes Best-in-State Wealth Management Team for Illinois, reflecting its compliance record and assets under management.

Specialties

Firm details

Firm type
Independent RIA
Languages
English
Hours
Sunday: Closed, Monday: 8:30AM-5PM, Tuesday: 8:30AM-5PM, Wednesday: 8:30AM-5PM, Thursday: 8:30AM-5PM, Friday: 8:30AM-5PM, Saturday: Closed
SEC registered
No
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