Wealth Management

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

Quorum has partnered with two full-service wealth management firms that pride themselves on fact-based decision making, a holistic financial planning approach and, most importantly, trust.

Truvium Financial Group

Balanced, Integrated, Sustainable Solutions

Investment Advisory

Fact-based investment decisions and a tested plan to achieve your financial goals.

Retirement Planning

Finding inefficiencies to coordinate your well-deserved retirement backed by a client-centric process and proprietary financial technology.

Portfolio Design

Balanced, tested and intelligently conceived to deliver performance in all markets.

More Services

Estate Planning. Asset Protection. Insurance Planning. More >

 

Changing the conversation about money.

Truvium’s experienced team of macro-managers is dedicated to helping you achieve your financial goals using customized and integrated stress-tested models that take into account your holistic financial profile, goals, risk tolerance as well as market volatility.

As the stewards of your financial future, Truvium’s intent is not on just building wealth, but on protecting it, and preserving it.

Truvium Financial Group is headquartered in Westchester County, NY, with a nationwide network of investment advisors.

 

Founders:

Nicholas Palumbo

In a career spanning over 30 years, Nicholas Palumbo has been recognized by his peers and industry groups as a performance-proven and battle-tested financial services leader. Today, he is one of the most regarded and respected financial advisors in the world, for the past 20 years a Top Table honoree, recognition awarded to just the top 2/10 of 1% of financial advisors worldwide. Trained in LEAP (Lifetime Economic Acceleration Planning), he has coached literally hundreds of financial advisors to success, and authored the best seller You Have Infinite Power. As an experienced financial advisor to individuals and corporate clients of all sizes, Nick brings passion and a steady hand leading a wealth management company that does it better, for the right reasons.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 25 Carle Road, Westbury, NY 11590, (516) 334-4900. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Truvium Financial Group is not an affiliate or subsidiary of PAS or Guardian. Check the background of this investment professional on FINRA’s BrokerCheck.

 

Jeffrey Kronenberg

Jeffrey Kronenberg started his career in 2004 with the National Financial Network located in New York, NY, and helps manage an asset management practice with over $500 MM in assets. Jeff's ability to simplify very complex financial matters helps give clients the solutions they are looking for. In 2012, Jeff completed the LEAP Masters Course to take his expertise in the macroeconomic planning process to one of the highest levels in the country.

Registered Representative of Park Avenue Securities LLC (PAS). OSJ: 25 Carle Road, Westbury, NY 11590, (516) 334-4900. Securities products offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Truvium Financial Group is not an affiliate or subsidiary of PAS or Guardian. Check the background of this investment professional on FINRA’s BrokerCheck.

To schedule a FREE consultation with a Truvium advisor, call (800) 874-5544, Monday-Friday, 8:30 a.m. - 7:00 p.m. ET.

Mappa Wealth Management

Trust, Commitment, Integrity

Letting someone become involved with your personal and business finances is a matter of real trust. With over 27 years of experience in the wealth management and financial planning services industry, 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. 

Comprehesive Financial Planning

Fact-based investment decisions and a tested plan to achieve your financial goals.

Retirement Planning

Finding inefficiencies to coordinate your well-deserved retirement backed by a client-centric process and proprietary financial technology.

Investment Management

Balanced, tested and intelligently conceived to deliver performance in all markets.

More Services

Estate Planning. Insurance Planning. Business Succession Planning. Tax Planning. More >

 

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

 

 

Why Choose Mappa Wealth Management?

  • Respect for Your Values and Your Vision
    This is your financial life, so before moving forward with any financial plan, the certified financial advisors at Mappa Wealth Management will take the time to listen to your values and your vision for your future and your legacy. Their goal is to help you define and refine your vision, honor your decisions, and help you achieve your goals within the context of your values.
     
  • Bound to the Highest Fiduciary Standards
    As a Personal Financial Advisor and Financial Fiduciary, the firm is bound by law to work in the best interests of their clients. That means your interest is ahead of their firm’s.
     
  • Client-Centered Service
    As a client-centered financial advisory firm, Mappa Wealth Management invests in long-term relationships with their clients; that means they are there for you every step of your financial journey. Whether it is the simple act of returning phone calls promptly or spending the time to develop a sophisticated financial strategy, they are commited to offering the highest level of service to their clients. 
     
  • Comprehensive, Personalized Advice Based On Your Individual Situation
    Financial advice is easy to come by, but finding applicable, personalized financial advice is more difficult. As a privately owned and independent financial advisory firm, Mappa Wealth Management is free to look at a wide range of financial products, tools and resources to provide you with the appropriate solutions for your situation.
     
  • A Strong Professional Network to Support Your Goals
    Mappa Wealth Management has developed strong relationships with other professionals (Attorney’s, CPA’s, Credit Unions and Mortgage Brokers) who can become a part of their team to work for your benefit. Each of these relationships mirrors their values of integrity and commitment to provide the highest levels of service. Of course, they will also work with your existing team to coordinate and implement your financial strategy.
     
  • Highly Personal Service with Strong National Resources
    Independent and local does not mean we are small. We are a member of a national network of premier independent firms across the nation whose expertise in financial planning can be called upon on your behalf. That means we offer you the highly personal service you deserve plus the national resources you expect. We also are able to provide clients with a broad range of financial tools, products and resources to help you reach your goals.

 

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

With over 27 years in the financial planning industry, Mark specializes in developing longterm financial plans to assist individuals and families in meeting their lifelong financial goals and objectives, including such areas as college planning, investment planning, and retirement planning.

In addition, Mark specializes in retirement distribution planning, helping clients to manage their assets and income during their retirement years. These plans are reviewed on a regular basis to help ensure that they are on target and are working to meet the financial needs of the individual or family.

Mark believes in providing independent, professional advice. Mark has a Master of Science Degree in Financial Services and has earned the CERTIFIED FINANCIAL PLANNER™ professional, Chartered Financial Consultant, Chartered Life Underwriter, Registered Financial Consultant, Certified Fund Specialist, Certified Estate and Trust Specialist, and Certified Income Specialist designations.

Mark has been a guest speaker on the television show The Stock Market Observer and has written numerous articles on financial planning.

Mark has partnered with the Quorum Federal Credit Union for the past 16 years including providing financial advice to employees of The Kraft Heinz Company, Mondeléz International, Altria, and Philip Morris International.

Click here for more about Mappa Wealth Management.