Integrating your entire financial life

Planning is the foundation of our comprehensive wealth management. The Loewenthal Group’s integrated planning approach seeks to understand your specific needs and helps make sure your financial decisions reflect both your short-term desires and your long-term goals.

In today’s world, you need to understand how all the pieces of your complex life can affect your pursuit of important financial goals. Our integrated planning helps provide a clear path for managing your wealth.

Far-reaching resources
Our team has resources to help you and your family address the specific and uncommon issues that come with personal and business success. Team members Kevin Kamholz and Danielle Landon hold the Certified Financial Planning® (CFP®) designation and lead our planning efforts. Our disciplined process and holistic perspective can include:

• Investment management
• Cash-flow planning
• Estate planning strategies
• Trusts specialization
• Retirement income planning

One unified financial plan
We coordinate closely with your other advisors to develop a detailed financial plan that integrates each area of your financial world.

The global resources of UBS
Backed by the extensive capabilities of UBS, we offer access to a broad range of specialists locally, nationally and throughout the world:

• Credit and liquidity solutions
• Private banking
• Investment banking
• Global research

Building personal relationships

We offer a team approach that puts you and your family first. Our goal is to build lasting relationships by being helpful in every aspect of your financial world.

By getting to know you and your family in a way that gives us genuine insight, we provide services designed to help anticipate and meet all your financial needs.

Tailored services
Taking the time to truly understand your perspectives, values and goals helps us work with you as you face critical milestones in your personal and business life.

A dedicated team
We bring together the boutique services of a dedicated team with the global resources of one of the world’s largest wealth management firms.

Count on us to be:

Proactive—we’re ahead of the curve to meet and exceed your expectations

Accessible—we’re responsive and quick to resolve any issue, and we’re herefor you for every need, large or small, with two locations in Northbrook anddowntown Chicago

Collaborative—our team works closely together, providing regular contactthat keeps you informed

Confidential—we build client trust by being discreet and by ensuringconfidentiality

Clear coordination
We foster a close working relationship with your team of trusted advisors, such as your CPA, attorney, insurance agent or other financial professionals. In that way, we can coordinate all perspectives into one integrated approach.

Guidance and a steady hand

Because we have had great success positioning our clients to seize the opportunities of an unpredictable market, we offer the insights needed to help grow and protect all that you’ve worked so hard to build.

We follow flexible, long-term investing strategies, designed to meet your evolving financial needs as well as changing market conditions.

Strategies for the long term
We bring a long-term perspective to your investments, one that looks past short-term market events. Our goal is to build an individualized portfolio structured to generate sensible, sustainable growth that reflects your financial goals, as well as your personal values.

Global investments
Our access to UBS investment specialists around the world allows us to offer you unbiased advice with a truly global perspective, as well as a broad range of far-reaching investment opportunities. As we implement your investment strategy, we communicate regularly and track performance, rebalancing and making adjustments for life changes and economic conditions.

Risk-aware asset allocation
By listening and aligning with your objectives, we focus on an asset allocation that helps mitigate risk and builds balanced portfolios. We carefully consider strategies that support your financial objectives while taking measure of the potential impact of taxes.

Sustainable investing
Investing sustainably is a powerful and effective way to drive positive change in society without having to compromise your financial return. Each asset class—including equities, fixed income and alternative investments—has sustainable options that achieve risk and return outcomes as good or better than conventional investments.

Building a legacy for the next generation

You’ve spent a lifetime building your family’s wealth. The Loewenthal Group can work to help you structure the assets you’ve accumulated to create a lasting legacy.

We have the experience and the network to address the complexities of your estate planning needs. We work with families to facilitate building strategies that serve current generations and are flexible enough for the needs of future generations.

Maintaining your legacy
We understand the connections between wealth and family, and we’re positioned to address your family’s needs, ranging from growth strategies to wealth transfer and preservation to philanthropic pursuits.

Extending your vision through philanthropy
We can help create a wealth transfer strategy that includes charitable giving. This can help to ensure your legacy in the causes you support, as well as helping to limit the impact of taxes.

Pursuing tax-efficient strategies
By using appropriate cash flow and portfolio strategies, as well as efficient tax structures such as trusts and philanthropic vehicles, we not only help facilitate your current objectives, but also your wealth preservation and legacy goals.