Our Value Proposition
At our core, we are investors. Our goal is to maximize our clients’ after-tax returns with an acceptable level of risk. After careful study of your unique situation, we produce tailored investment strategies that serve as the foundation for your personalized wealth plan.
We offer a comprehensive suite of investment management and financial planning solutions, serving individuals, families, entrepreneurs, professionals and retirees. As trusted advisors, we are committed to helping our clients’ grow more than just their wealth so that they leave a legacy for their loved ones.
We are passionate about serving others and have a strong desire to use our unique skills and experiences to positively impact the lives of family and friends in our community.
We approach wealth management not only from the lens of a wealth advisor, but also from our experiences as a business owner, president, chief financial officer, spouse, parent, child, sibling and friend.
Get in touch
We offer a complimentary initial meeting to describe our services, and to see if our services are right for you.
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Our Firm Leadership
President, advisor
Charlie P. McKenna
Charlie has advised high net worth clients since 2001 when he started his career as a certified public accountant.
At PricewaterhouseCoopers (PwC), Charlie provided financial audit and tax services and helped clients navigate a wide range of family business and private wealth issues.
Charlie joined a client and served as the President of the U.S. division in its consumer products industry. He implemented strategies that drove strong profitable growth before playing a key role in the $20 billion sale of the business.
Charlie is passionate about serving others and cares deeply about his community. He was raised in Wheaton, IL, where he resides today with his wife, Katie, and three children.
Education
UNIVERSITY OF NOTRE DAME
Accountancy, Cum Laude
Professional Credentials & Affiliations
Passed the Uniform CPA Examination (certified public accountant)
Passed the Series 7, 63, 65 Exams (securities licenses)
Current or former Board of Directors Positions
Wheaton Chamber of Commerce
Outreach Community Ministries
Notre Dame Club of Greater DuPage
Advisor
Charles B. McKenna
Throughout his 25+ year career at Crowe Horwath, Charles was instrumental in helping to lead the firm’s growth to its current status as one of the largest public accounting and consulting firms in the U.S. He retired as the Chair of the firm’s Executive Committee.
Charles' broad and diverse M&A background – and his management of transactions for both small and blue-chip clients – has given him the reputation as one of the nation’s most respected deal makers.
Education
WESTERN MICHIGAN UNIVERSITY
Accountancy
Professional Credentials & Affiliations
American Institute of Certified Public Accountants and the Illinois CPA Society
Current or former Board of Directors Positions
Penske Motor Group
Wheaton Bank and Trust
JVA Partners
DuPage Foundation Trustee and Treasurer
Our Partners
Our clients’ assets are safeguarded by our primary custodian, Schwab Advisor Services, a division of Charles Schwab & Co, Inc. Our firm receives access to Schwab’s institutional trading and custody services, which are typically not available to Schwab retail investors. These services include brokerage services that are related to the execution of securities transactions, custody, advanced research, and access to mutual funds and other investments that are otherwise generally available only to institutional investors or would require a high minimum initial investment.
Schwab Advisor Services also makes available to our firm other services intended to help us manage and further develop our business and service capabilities. These services may include professional compliance, legal and business consulting, publications and conferences on practice management, information technology, business succession, regulatory compliance, employee benefits providers, human capital consultants, insurance and marketing.
Our firm is independently owned and operated and not affiliated with Schwab.