Wealth management
with a family approach.
Whether you’re navigating retirement, managing a business transition, or coordinating your estate plan, our Lake Forest team is here for all of it.
2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 – 3/31/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Financial Planning That Goes Beyond Investments
Your life is our focus.
When you work with CenterCoast, the whole team knows, and cares about, your story. Whether you’re calling about retirement distributions, estate planning questions, tax coordination, or simple life questions, anyone in our Lake Forest office can help. All four advisors hold professional designations (CFP®, AIF®, CRPC®) and can operate as fiduciaries, giving you the family-oriented guidance our clients value with the standards you’d expect.
Our Services
Designed around you.
We’re here for all of it. And anyone on the team can help.
Investment Management
We build and manage portfolios aligned with your goals, risk tolerance, and timeline, and can adjust as life changes.
Comprehensive Financial Planning
Fiduciary planning that covers your retirement income, healthcare costs, estate goals, and tax considerations, all coordinated with your other advisors.
Retirement Income Planning
We help you navigate the transition from saving to spending, coordinating Social Security timing, pension decisions, and distribution strategies.
Fiduciary planning is reserved for clients who enter into an Advisory relationship only.
“A lot of people describe it as a family. They like coming in here because it’s comfortable and they feel like they’re part of the family.”
— Robert Weis, CFP®, Founder
Our Clients
We work best with…
Families from anywhere who value a team-based, family-oriented approach. While most of our clients are pre-retirees and retirees in the Midwest, we proudly serve clients across the country.
Pre-Retirees
You’re planning the transition from saving to spending. We help coordinate Social Security timing, pension decisions, and distribution strategies before you leave your career.
Recent Retirees
The first years of retirement bring new financial decisions. We coordinate income planning with tax considerations, required minimum distributions, and your legacy goals.
Multi-Generational Families
Preserving wealth across generations requires coordination. We work alongside your legal and tax advisors on estate and gifting strategies, trust structures, and wealth transfer planning.
Our Differentiators
Why clients choose CenterCoast.
Our clients value working with a team that knows their story, holds professional credentials, and provides accessibility with a family-like warmth.
Team-Based Approach
When you work with CenterCoast, you work with a team of advisors. Anyone in our Lake Forest office can help when you call because everyone knows your plan
Fiduciary Leadership You Can Utilize
All four advisors hold professional designations—CFP®, AIF®, or CRPC®. These credentials require rigorous education, examination, and ethics standards, giving you specialized knowledge across planning, investments, and retirement strategies.
Local Presence, Personal Touch
Our office is at 100 N. Field Drive in Lake Forest, where we’ve served North Shore families for years. We’re here when you need us, in person or by phone.
Family-Like Relationships
Our clients describe us as a family. We know your story and we’re here for the simple questions just as much as the big planning decisions.
