Strategic Wealth Planning
Stewardship For Significant Wealth
Rowe Consulting Group helps high net worth families and fiduciary committees build disciplined, tax aware strategies that pursue reliable retirement income and higher risk adjusted returns through a proven, systematic process.
Meet The Advisors Behind Your Strategy
We lead Rowe Consulting Group in Chicago, drawing on decades in financial services and prior military leadership to steward complex wealth.
Our work focuses on disciplined investment consulting and retirement planning for high net worth families and institutions.
Our Advisory Process
Initial Discovery
Begin with a confidential, no-pressure conversation where we listen, clarify your objectives, and understand the family, plan, or institution behind the numbers.
Fiduciary Assessment
We conduct a disciplined review of your portfolios, fees, taxes, and policies to identify gaps, risks, and missed opportunities across your current structure.
Strategic Planning
We design a coordinated retirement, investment, tax, and legacy plan, outlining clear priorities, tradeoffs, and timelines you can evaluate and approve.
Execution & Oversight
We implement agreed changes, monitor performance, rebalance with discipline, and meet regularly to adjust your strategy as markets and goals evolve.
CIMA® — Advanced Investment Management Expertise
Our advisors hold the Certified Investment Management Analyst® (CIMA®) certification, an advanced credential focused on investment management, portfolio construction, risk, asset allocation, and performance evaluation.
This expertise supports our disciplined investment philosophy: portfolios should be deliberately constructed, consistently monitored, and aligned with each client’s objectives—not driven by headlines, market predictions, or short-term trends.
At Rowe Consulting Group, investment management is not an ancillary service. It is a core professional discipline.
Why Rowe Consulting Group?
Veteran-Owned. Mission-Driven.
The principles associated with military leadership—discipline, preparation, accountability, service, and commitment to mission—help shape the way we approach our responsibility to clients.
We believe financial advice should begin with a clear mission: understand what the client is trying to accomplish, develop a disciplined strategy, anticipate risks, and remain focused on the objective when circumstances change.
Our clients entrust us with assets representing decades of work and sacrifice. We believe that responsibility deserves both professional expertise and personal accountability.
Many
Client trust and satisfaction
Growing
Families and institutions served
Over 44
Years of industry experience
Our Investment Philosophy
Disciplined Investing. Intelligent Planning. Personal Stewardship.
We believe successful investing does not need to be unnecessarily complicated. Our philosophy is grounded in enduring principles: control costs, diversify thoughtfully, limit unnecessary trading, rebalance with discipline, manage taxes carefully, and maintain a long-term perspective.
No investment strategy can guarantee success. But a disciplined investment process, combined with thoughtful retirement, tax, and estate planning, can help clients make informed decisions and avoid common mistakes that can undermine long-term wealth.