A message from our Chairman …
Welcome to Romano Wealth Management!
We are, by design, a boutique financial investment firm with a diverse client base. We take pride in our highly personalized, conservative, and sophisticated approach to investing and financial planning, developed over a period in excess of 50 years.
We offer an investment management program, as well as general brokerage services. Our professional team includes portfolio managers, research analysts, planners, and skilled support professionals that together oversee more than $1 billion from our office outside Chicago in Evanston, Illinois.
As a boutique firm, we offer our clients a most precious commodity: the personalized attention required to meet their specific investment needs. There are no intermediaries or “relationship” managers serving as an unnecessary buffer between the client and investment manager. Instead, clients discuss their investment needs directly with their Romano Wealth Management professional. In addition, the client has direct access to the executive staff at all times, including the firm’s president.
Each client is treated as an individual, for each investor’s objectives vary as to risk tolerance, income needs, and capital appreciation. Based upon those parameters, investment recommendations are then custom-tailored to the client’s needs. Consequently, there is no pooling of assets and no formulaic or mechanical financial investment programming.
We encourage you to browse our website, and to contact us with any questions you might have. We appreciate your consideration, and look forward to growing together.
Sincerely,
