Providing Trusted Financial Guidance
Throughout Chicagoland
As an independent firm, Wayne Messmer & Associates enjoys the freedom and flexibility to work with our clients’ individual needs and to identify their unique journey to and in retirement.
Our Philosophy
Our aim is to build trusting relationships with our clients to effectively and efficiently identify, strategize, and achieve their lifetime financial goals.
WMA Services
We believe in providing a simple and straightforward approach to financial planning. We find quality financial tools to help grow our clients’ assets and combine them with world-class personal service.
Adaptively Managed Portfolio
We believe the world around us are changing too fast for the “buy and hold“ philosophy and take a different approach to managing your retirement dollars.
Alternative Investments
We believe there is more to investing than the traditional stocks, bond, and mutual funds. We serve as a bridge for our clients to invest along side of institutional investors.
Annuities
Principal protection has and will always be the primary goal at Wayne Messmer & Associates. This asset class has helped some of our more risk-averse clients limit the downside returns of the market while still participating in the upside.
Life Insurance
Life insurance does not need to be a part of everyone’s estate plan but it can be useful. Furthermore, if you have an older policy, it may be a good time to get it reviewed to use the cash values to reduce payments or stop them altogether.