Richard G. Griessmeyer, CFP®, CMFC®, CRPC®
Brandon E. Knopf, CFP®, BFA™
Wealth Advisors

(630) 324-1101

2300 Cabot Drive, Suite 160, Lisle, IL 60532

info@legatumwealth.com

lē·gā′tum,n. [L., from lēgātus] 1. a legacy. 2. envoy, ambassador.

It begins with a plan 

It begins with a plan 

Many of life's great journeys share something in common: they start with a thoughtful plan. Your financial journey is no different.

WealthLink

WealthLink

Organize your financial life with a consolidated view of your accounts, transaction and investments. Work directly with me to set budgets and create a plan to pursue your financial goals.

What's your risk number?

Most people look at risk and reward in the context of their varying personal life experiences. Riskalyze helps us pinpoint individual investor risk tolerance. The Risk Number helps us ensure that your portfolio aligns with your investment goals and expectations.


LEARN MORE ABOUT RISKALYZE




Products & Services

Individual Retirement Plans

Individual Retirement Plans

Business Retirement Plans

Business Retirement Plans

Financial Planning Services

Financial Planning Services

Investments

Investments

Advisory Programs

Advisory Programs

Insurance

Insurance

Education Saving

Education Saving

Gifting or Giving Strategies

Gifting or Giving Strategies

Helpful content

We offer a full library of resources to help boost your financial planning knowledge.

Choices for Your 401(k) at a Former Employer

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Learn More
Test Your Estate Strategy Knowledge

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Learn More
The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Learn More

Questions? Let's connect.

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