Feel empowered by your financial decisions
At Northwood Oaks Investments, we understand that financial success extends far beyond the numbers on a balance sheet. Our comprehensive approach to investing delves deeper than merely focusing on portfolio returns; we believe that true wealth is about empowering you to live the life you envision.
Financial advisor/investment representative
Charles Wiegand
I founded Northwood Oaks Investments with a desire to bring more integrity and transparency to the financial advisory industry. I ensure that my clients are aware of their all-in costs and fees associated with their investment plan, what value they receive for these fees and what their investments are trying to accomplish and how it aligns with their financial goals and concerns.
At Northwood Oaks Investments, we do not pressure our clients into high-commission products. We arm them with the knowledge and power to feel confident that their financial plans are suitable for their needs, in a cost-efficient manner.
After I graduated with honors from DePaul and prior to founding Northwood Oaks Investments, I was able to gain valuable experience through working closely with an advisor with over 40 years of experience and a book of business of over 1,200 clients.
With a commitment to ethical practices and a client-centered approach, I am dedicated to helping individuals and families plan for their financial goals. At Northwood Oaks Investments, we strive to build long-term relationships based on trust, transparency, and personalized service.
Check the background of this investment professional on FINRA's BrokerCheck.
Managing Life Goals
At Northwood Oaks Investments, we prioritize the milestones that matter most to you. From purchasing your dream home to funding unforgettable family vacations, we design personalized investment strategies that align with your unique life objectives. Our goal is to provide you with the financial freedom and control needed to pursue your passions and dreams with confidence.
Community Building
We believe that wealth should be a force for good. Investing in your community not only creates a positive impact but also enriches your life. Our approach includes facilitating charitable donations, supporting local initiatives, and helping you contribute to causes that resonate with your values. By investing in your community, you create a ripple effect that fosters growth, support, and sustainability for those around you.
Leaving a Legacy
True wealth transcends monetary value; it’s about leaving a lasting legacy. At Northwood Oaks Investments, we help you plan for the future, ensuring that your values and contributions endure. We assist in crafting strategies that manage your wealth and pass on your principles and passions to future generations, creating a lasting impact that reflects your life’s work and dedication.
By choosing Northwood Oaks Investments, you are not just selecting a financial advisor; you are partnering with a team who is dedicated to helping you achieve a fulfilling and purpose-driven life. Our commitment to integrating your personal values with your financial goals ensures that your wealth empowers you to live the life you want while making a positive difference in the world.
Let us help you navigate the journey to financial freedom, so you can focus on what truly matters – living a life of purpose, caring for those you love, and building a legacy that stands the test of time.
Take the first step toward a purpose-driven financial future
At Northwood Oaks Investments, we are dedicated to helping you achieve your life goals, support your community, and build a lasting legacy. Schedule an appointment with us today and discover how our personalized investment strategies can empower you to live the life you envision.
Contact us now to start your journey towards financial freedom and meaningful impact.
Investment Management
Financial Planning
Risk Assessment
Behavioral Fianance/Coaching
Contact
Address:
37 E Burlington St
Riverside, IL 60546
Phone:
(708) 853-7190
Fax:
(708) 637-1336
E-mail:
charles.wiegand@lpl.com
Securities and advisory services offered though LPL Financial, a registered investment advisor. Member FINRA/SIPC
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.