St Charles Chamber of Commerce_Logo high res with top and bottom spacing.png ABOUT US ABOUT MEMBERSHIP menu

My Advisor & Planner LLC

My Advisor & Planner LLC
Categories

WEALTH MANAGEMENT SERVICESINSURANCE

About Us

Private Wealth Management firm focused on serving high net worth and private business owners, their families, and their key employees.

Clients engage us for the following:
*Fiduciary Investment Management (Relationship Minimum is $500k)
* Life, Long Term Care, and Disability Income protection for Estate Planning and Business Planning
* Qualified Retirement Plans (401k/Profit Sharing)
* Non-qualified Deferred Compensation (Recruit, Reward, Retain Mission Critical Employees)

Independent. Seasoned industry veterans.

Images

Sharon Piet speaking at M Retirement Symposium.
Ivy is waiting for you to visit our office!
Tom McCartney, founder.

Rep/Contact Info

Thomas McCartney
Founding Principal
Sharon A. Piet