Illuminate Wealth Management

Illuminate Wealth Management is an Illinois-based advisory firm providing customized financial planning and investment management services. Illuminate specializes in serving individuals, families, and business owners, offering several distinct service tiers. For high-net-worth clients, Illuminate provides Virtual Family Office and Comprehensive Wealth Management services covering investment management, tax planning, cash flow projections, risk management, and estate planning coordination. For clients with simpler needs, Wealth Planning and standalone Investment Management are also available. Illuminate primarily uses fundamental analysis and diversified portfolios consisting of mutual funds, exchange-traded funds, private equity, real estate funds, and individual bonds. The firm operates as a fee-only advisor and manages assets on a discretionary basis.