19 years
Read the full profile of Elena Marsh, Retirement advisor
27 years advising
Next opening: Typically Mon, Wed, Thu
Family wealth
Margaret Hale
Certified Private Wealth Advisor
Margaret steers families through life's largest money moments: selling a business, passing on wealth and keeping everyone on the same page.
- CPWA®
- CFP®
- Based in
- Chicago, IL
- Languages spoken
- English, French
- Ways to meet
- Video, In person
Meet Margaret
For close to thirty years Margaret has advised families and business owners, often across three generations of the same household. She brings a steady calm to conversations many people put off.
She works hand in hand with attorneys and accountants so your estate plan, tax plan and investments all point in the same direction.
Working together
- 01
Begin by listening: your values, your worries and your hopes for the next generation.
- 02
Turn them into a clear structure of wills, trusts and gifts.
- 03
Meet as a family once a year so nobody is caught off guard.
Where they help most
- Estate and legacy planning
- Trusts and gifting
- Business succession
- Family meetings
What clients say
“Margaret got the whole family around one table and kept the conversation kind.”
The Whitman familyBusiness owners “Selling the business was emotional. Margaret made the financial part feel easy.”
Howard J.Founder “At last our estate plan reflects what we truly want for our grandchildren.”
Ruth and Samuel B.Retired
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