Your wealth and legacy Preserve it for generations to come

The Valukas Traub Wealth Management Group Jonathan S. Traub, Shawn Valukas, Tawana R. Campbell, Thomas J. Schmitz

The Valukas Traub Wealth Management Group


phone

312-525-4693
312-525-4349





address

UBS Financial Services Inc.
One North Wacker Drive
32nd And 33rd
Chicago, IL 60606



When it comes to thinking about legacy planning, our team strives to understand more than your finances, but also the individuals and emotions that could affect your choices. With these insights, we can then work with you and your other professional advisors to structure a multi-generational plan for safeguarding and transferring your assets with care and sensitivity. So that you can leave behind a legacy that lasts for generations.



Insights

Access the latest views and financial market coverage

Access the latest views and financial market coverage

Top of the Morning Podcasts

Top of the Morning daily podcasts