2026 Forbes Best-in-State Wealth Management Teams for Illinois
Puzzle Wealth is honored to be recognized as a 2025 Forbes Best-in-State Wealth Management Team for Illinois. This distinction is awarded by SHOOK Research and is based on a range of criteria including industry experience, compliance records, and assets under management. This accolade reflects our team's unwavering commitment to excellence and underscores the trust our clients place in us.
The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
Corporate Executives
As you’ve advanced in your career, your financial success has likely grown alongside your responsibilities. With greater assets comes increased complexity—yet less time to focus on managing them.
This is a testament to your success. Congratulations! Now, let us handle the rest so you can focus on what matters most.
Business Owners
As business owners ourselves, we understand the sacrifices and dedication it takes to build and grow a successful enterprise.
Your expertise, leadership, and drive for evolution have been the foundation of your achievements. When it comes to securing your family’s wealth and legacy, Puzzle Wealth brings the expertise to help create lasting success.
Retirees
You’ve reached the finish line—congratulations! As your lifestyle and cash flow evolve in retirement, there’s still time to refine your plan and enhance your experience.
At Puzzle Wealth, we help you make the most of your retirement, ensuring it’s as fulfilling and rewarding as you’ve envisioned.
About Us
Professional Guidance for Lifelong Financial Confidence
About Puzzle Wealth: At Puzzle Wealth, we specialize in simplifying the complexities of financial planning, investments, tax strategies, and alternative investments for corporate executives, business owners, and retirees. Our independent approach empowers us to craft tailored solutions that align with your unique goals, values, and financial aspirations. By focusing on the big picture and the finer details, we help our clients pursue clarity, confidence, and lasting success.