Wealth Management Services

You Have Earned This Opportunity

Wealth comes from years of hard work, dedication and perseverance. We strive to help you preserve and grow your wealth through diversified investments that are prudent for your specific goals, risk tolerance and objectives. We believe that we can only be effective at managing our client’s wealth if we invest in the same products and services as our clients. We value our clients like we do friends and family. At Hefter, Leshem, Margolis Capital Management Group, we have an experienced team of professionals available to serve you, whether your investment needs require estate investment planning, liability management, or investment planning. As trusted advisors, we utilize the vast resources of Wells Fargo Advisors and its affiliates.

Nationally Ranked #1 Financial Advisor in Illinois

Repeatedly selected as a Top 1200 Financial Advisor by Barron’s, often with the distinction as the #1 advisor in Illinois, Steven Hefter has a distinguished reputation for excellence and proven achievement in financial services. Steve has earned this recognition through diligence, persistence, and focus on the goals of each client.

 

Investing involves risk including the possible loss of principal. Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns. Diversification does not guarantee profit or protect against loss in declining markets.

Barron’s Top 1,200 Advisors – [Prior to 2014 the Barron’s Top 1,200 was recognized as the Barron’s Top 1,000 Advisors]. The rankings are based on data provided by thousands of advisors. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn't an explicit component.