Achieving your goals It starts with insightful advice
Jonathan S. Traub, CFP®
Senior Vice President - Wealth Management
CERTIFIED FINANCIAL PLANNER™
Corporate Stock Benefit Consultant
Visit The Valukas Traub Wealth Management Group
Visit Northstar Partners
312-525-4349
UBS Financial Services Inc.
One North Wacker Drive
32nd And 33rd
Chicago, IL 60606
It's vital to take a holistic approach to wealth management, and it all begins with this promise: to provide you with the insight and perspective that, over time, can make a valuable difference in your life. Whether it's to protect your estate for the next generation or to contribute to the philanthropic causes that mean so much, I provide the guidance you need to gain clarity, weigh your next steps and choose a strategy you can depend on and begin acting on today.
My perspectives
Insights