Wealth Management

Strategies that increase cash-flow, grow wealth, and protect legacies.

Mappa Wealth Management

As an independent wealth management and financial advisory firm*, Mappa Wealth Management offers objective financial advice that’s in our members' best interests. You can trust Mappa Wealth Management to guide you to a better financial position with personalized and comprehensive strategies that are designed to help you achieve your unique financial goals.

Investment Management*

Services include risk assessment, investment recommendations and regular reviews, and web-based consolidated account access.

Wealth Management

Financial planning strategies for: pre-retirement, retirement distribution, college, tax & estate, long-term care, and more.

Your Personal CFO

Services include complete financial assessments, prioritizationg and goal setting, on-going reviews, cash flow management, referrals to and assistance with CPAs and Attorneys.

More Services

Services include educational events and seminars, insurance audit review, corporate retirement plans and executive benefits for business owners, and more. More >

 

*Mappa Wealth Management does not provide specific tax or legal advice.

 

Founder:

Mark Mappa (President, Wealth Manager)

Contact Information: 

Mappa Wealth Management
2700 Patriot Blvd., Suite 250
Glenview, IL 60026
Phone: (847) 262-3030
Email: Mark@mappawm.com

 

Mark Mappa is the founder, president, and managing principal at Mappa Wealth Management. He has over 30 years of experience in financial planning and wealth management.

 

As a fiduciary and independent financial advisor, Mark provides objective advice that is tailored to meet each client’s specific and individual situation and that is designed to help them reach their stated financial goals.

 

He does this by taking the time to listen to his clients and to truly understand their goals and objectives. He also prides himself on being able to explain difficult financial topics in a way that is easily understood.

 

Mark’s years of experience as an independent financial advisor has led to a philosophy and perspective about financial planning that he incorporates into the strategies he develops for each of his clients. While everyone’s strategy is unique to them, Mark believes that the underlying philosophy of a successful financial plan includes: thinking in terms of cash flow, investing like the wealthy, protecting the downside of your investments, and thinking outside the financial box.

 

Mark is the author of the book Cash Flow Is King which is based on what he has learned and experienced in his 30-plus years in financial services and about his clients’ expectations for their retirement. The book is a primer on how we all should truly think about money, savings, investments, and retirement. He has also been a guest speaker on the television show The Stock Market Observer and has written numerous articles on financial planning.

 

Click here for more about Mappa Wealth Management.

 

*Securities and Investment Advisory Services offered through Woodbury Financial Services Inc., Member FINRA, SIPC, and Registered Investment Advisor.  Mappa Wealth Management and Woodbury Financial Services are not affiliated. 

 

Investments may lose value. No bank or credit union guarantee. Not FDIC or NCUA insured.

 

To learn more about the professional history of our financial advisor(s), please visit FINRA’s BrokerCheck at brokercheck.finra.org.