About Essex lLc
Discover Planning Based Money Management ™
Our mission at Essex LLC is to build you a customized plan driven by your personal goals and objectives to achieve financial independence. We analyze your financial decisions, create strategies to optimize protections and cost savings and offer a personalized approach to investment management.
Choose Essex and you're choosing:
Active portfolio management
Pro-active reallocation
Strategic selection
Pro-active tax harvesting
Our Investment Approach
A Personalized Investment Approach
We will develop an investment plan that is customized to you. This will take into account your tax situation, risk tolerance, age and cash flow needs. This includes:
- Sector Allocation
- Diversification
- Risk and Volatility Appetite
- Short-term and Long-term Performance Expectancy
Meet the essex team
Investment Experts Dedicated to You
When you work with Essex, you work with our team of consultants who have decades of experience. Click here to learn more about our team members.
UNLOCK YOUR KEY TO FINANCIAL INDEPENDENCE TODAY
Get in touch
Start Your Journey With Essex Today
Give us a call at 847-777-7800 to speak with an investment advisor or fill out the form below and our team will reach out to you promptly. Individuals within the firm can also be contacted directly.
OUR OFFICE
21805 W. Field Parkway
Suite 340
Deer Park, IL 60010
Phone: 847-777-7800
Fax: 847-777-7810