Harnen Wealth Management

Web Site: 
Location: Wheaton, IL
Contact: Neil Harnen, CFP
Phone:  815-210-8743

Email:  [email protected]

Neil Harnen

About Me:

28 years experience within the financial field ranging from high net worth boutique hedge funds to managing mainstream banking clients. Have a wide range of education from life sciences to financial MBA. In depth understanding of financial challenges facing medical professionals in an uncertain healthcare environment.

Married to a successful family practice physician.

Degree(s): BS - Majors Premed, Chem., Biology, MBA, concentration on Finance

What I do:

Help financially guide physicians, and medical practices, by providing financial clarity and smoothing out the emotional roller coaster ride in the client's financial journey.

There is currently uncertainty within the medical and healthcare landscape affecting the medical community, creating uneasiness about their personal financial well-being. My background working with physicians and medical communities allows me to ease those fears and put them on the right track to financial happiness.

Services:  

  1. Comprehensive portfolio management
  2. Ongoing investment monitoring
  3. Periodic reviews
  4. Financial planning
  5. Investment strategies
  6. Insurance solutions
  7. Cash flow and tax planning
  8. Wealth management
  9. Income distribution
  10. Estate planning
  11. Retirement planning
  12. Coordination with other professionals