NAVIGATE YOUR FINANCIAL FUTURE with Essex

PLANNING BASED MONEY MANAGEMENT

 
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About Essex lLc

Discover Planning Based Money Management

Our mission at Essex LLC is to build you a customized plan driven by your personal goals and objectives to achieve financial independence. We analyze your financial decisions, create strategies to optimize protections and cost savings and offer a personalized approach to investment management

Choose Essex and you're choosing:

  • Active portfolio management
  • Pro-active reallocation
  • Strategic selection
  • Pro-active tax harvesting
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Our Investment Approach

A Personalized Investment Approach

We will develop an investment plan that is customized to you. This will take into account your tax situation, risk tolerance, age and cash flow needs. This includes:

  • Sector Allocation
  • Diversification
  • Risk and Volatility Appetite
  • Short-term and Long-term Performance Expectancy
 
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Meet the essex team

Investment Experts Dedicated to You

When you work with Essex, you work with our team of consultants who have decades of experience.  Click here to learn more about our team members.

UNLOCK YOUR KEY TO FINANCIAL INDEPENDENCE TODAY

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Get in touch

Start Your Journey With Essex Today

Give us a call at 847-777-7800 to speak with an investment advisor or fill out the form below and our team will reach out to you promptly. Individuals within the firm can also be contacted directly.

OUR OFFICE

21805 W. Field Parkway
Suite 250
Deer Park, IL 60010

Phone: 847-777-7800
Fax: 847-777-7810

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