Financial Planning, Asset Management, and 1031 Exchange Professional
Our clients have the benefit of online access to consolidated financial reporting. If you have not already done so, it’s easy to request access to your accounts. Complete the form below, and within 2-3 business days, you will receive an email from our broker/dealer, Concorde, that will direct you to:
If you have any questions or prefer to request access by phone, please call us at (847) 607-4976.
Since 2003, Kuhn Wealth Management has been committed to providing personalized service and unbiased advice to help our clients attain their financial goals. We learn by listening, and reciprocate by educating our clients on the strategies and alternatives that make sense individually. We invest in long-term relationships and proactively suggest larger scale strategic changes as well as specific portfolio adjustments in order to provide the kind of leadership that allows our clients to feel financially confident and turn their focus toward their passions.
For your 1031 Exchange & DST needs and to register to receive our current availability report, please visit our 1031 Exchange & DST website, chicagoland1031exchange.com. Our professionals help make sense of the process and offer the resources you need to complete your exchange successfully.
1827 Walden Office Square, Suite 500
Schaumburg, IL 60173
(847) 607-4976
advisors@kuhnwealth.com
