Graeme Hart is a Wealth Management Advisor who brings extensive expertise and thoughtful guidance to the individuals, families, and small business owners he serves. As a Chartered Financial Consultant® (ChFC®), he has completed a rigorous and comprehensive program encompassing financial planning, tax strategies, retirement planning, employee benefits, estate planning, investment management, and insurance. He is also a Retirement Income Certified Professional® (RICP®), providing him with deep knowledge of the challenges individuals face both before and throughout retirement.
Graeme is known for his honest, creative, and relationship-centered approach. He prides himself on thinking outside the box to craft personalized strategies tailored to each client’s goals, values, and long-term objectives. He believes that the foundation of effective planning begins with trust, strong communication, and a commitment to his clients’ success.
Prior to his career in financial planning, Graeme worked as a financial derivatives broker in London, gaining valuable global market experience. Today, he lives with his wife, J’Tia, in Chicago’s Little Italy neighborhood, where they are raising their two children. A former college soccer player, Graeme stays active through tennis, golf, and family ski trips.
