Egéa Wealth Management

Egéa Wealth Management Your trust. Our expertise. From wealth management to retirement solutions. We also offer sustainable and renewable investing.

Finding Your Fit
We invite you to discover the value and confidence that comes from working with us. We believe our clients benefit greatly from thoughtful guidance and diverse perspectives — drawing on a team with a range of backgrounds, education, and experience. For more information you can visit our site at www.egeasri.com. Client-Centered
No single strategy works for everyone — that’s why eve

ry client receives our full attention, from planning and ex*****on to ongoing follow-up. We take a proactive approach to help you build a strategy that addresses your unique goals and objectives, using the most effective tools and methods available. We understand that everyone faces challenges along the way. Our goal is to anticipate and navigate those moments with you, so you can stay on track toward a meaningful, purpose-driven financial future. We invite you to explore all the resources on our website. If you have any questions, please reach out by email or phone — we look forward to connecting with you. For a list of important disclosures, please visit our website at https://www.egeawm.com.

A Fruitful Retirement: Social Security BenefitTaking your Social Security benefits at the right time may help maximize y...
05/18/2026

A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.

Taking your Social Security benefits at the right time may help maximize your benefit.

What Happens to Your Retirement Accounts When You Change Jobs?Changing jobs comes with a lot of decisions—but one of the...
04/15/2026

What Happens to Your Retirement Accounts When You Change Jobs?

Changing jobs comes with a lot of decisions—but one of the most important is what to do with your retirement savings.

In this short video, we break down your key options, including:
✔️ Leaving assets in your current plan
✔️ Rolling into a new employer plan
✔️ Moving to an IRA
✔️ Or cashing out (and why to think carefully before doing so)

Each path has different tax implications, investment flexibility, and long-term impacts on your financial future.

👉 Watch now: https://www.egeawm.com/resource-center/retirement/retirement-accounts-when-you-change-your-job

If you’re navigating a career move, making the right decision today can have a lasting impact on your retirement.

This video explores what to do with retirement accounts when you move on from your job.

Egéa Wealth was recently featured in Financial Planning, sharing insight on how diversified portfolios are built to weat...
03/23/2026

Egéa Wealth was recently featured in Financial Planning, sharing insight on how diversified portfolios are built to weather uncertainty and why steady, long-term thinking matters during periods of geopolitical stress. It’s a timely reminder that successful investing is often about perspective and discipline, not reacting to every headline.

To read more, click here: https://www.financial-planning.com/news/oil-spike-drives-client-calls-tests-advisors-messaging-discipline


Financial Planning

Oil-driven volatility is fueling client anxiety, but advisors say steady messaging helps keep clients invested.

What kind of legacy do you want to leave? 🌱For many, it’s not just about passing down wealth—it’s about making a lasting...
03/23/2026

What kind of legacy do you want to leave? 🌱

For many, it’s not just about passing down wealth—it’s about making a lasting impact on the causes and communities that matter most.

One powerful way to do that is through a charitable foundation, which can help you:
✔️ Support causes you care about
✔️ Create a long-term impact beyond your lifetime
✔️ Align your financial plan with your values

Estate planning isn’t just about numbers—it’s about purpose.

At EGEA Wealth Management, we believe your legacy should reflect what matters most to you.

🎥 Learn more: https://www.egeawm.com/resource-center/retirement/leaving-your-lasting-legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

Proud to see Alex featured in Crain Currency, sharing insight on how investors are navigating geopolitical risk through ...
03/23/2026

Proud to see Alex featured in Crain Currency, sharing insight on how investors are navigating geopolitical risk through diversification, resilience and long-term thinking. The piece also highlights how sustainable investing themes, including energy diversification, can remain relevant during periods of market uncertainty.

To read more, click here:
https://www.craincurrency.com/investing/family-offices-brace-portfolios-against-iran-conflict-most-hold-line-long-term-strategy



Crain Currency

As tensions build, they are increasing cash reserves, rotating into defense and energy stocks.

📅 Retirement is one of life’s biggest decisions — and timing plays a key role.Market ups and downs, income planning, and...
02/16/2026

📅 Retirement is one of life’s biggest decisions — and timing plays a key role.

Market ups and downs, income planning, and early-retirement risks all matter more than most people expect. In this short video, we walk through what to consider before making the transition.

▶️ Learn more at:
https://www.egeawm.com/resource-center/retirement/timing-your-retirement

This short video illustrates the importance of understanding sequence of returns risk.

Dreaming Up an Active RetirementWhen you retire, how will you treat your next chapter?
01/14/2026

Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?

When you retire, how will you treat your next chapter?

🧠 Estate Planning Clarity: When Do You Need a Will?A will is one of the most important documents in your financial plan ...
12/15/2025

🧠 Estate Planning Clarity: When Do You Need a Will?
A will is one of the most important documents in your financial plan — no matter your age or stage of life. Learn why having a will matters, what it does (and doesn’t do), and how it protects your loved ones and legacy.



When do you need a will? The answer is easy: Right Now.

🛡️ Retired (or planning to retire)? Don’t let taxes silently eat away your retirement income. Our new guide on tax effic...
11/17/2025

🛡️ Retired (or planning to retire)? Don’t let taxes silently eat away your retirement income. Our new guide on tax efficiency in retirement explains how strategic withdrawals — like timing Roth conversions, balancing accounts, and utilizing tax-favored strategies — can help you keep more of what you’ve built.

Let’s make your retirement work smarter, not harder. 💡
Read the full guide on our site:
👉 www.egeawm.com/resource-center/retirement/tax-efficiency-in-retirement

What role would taxes play in your investment decisions?

Losing a loved one is unimaginably hard — and the paperwork that follows can feel overwhelming. 💔 Our new guide helps yo...
10/15/2025

Losing a loved one is unimaginably hard — and the paperwork that follows can feel overwhelming. 💔 Our new guide helps you navigate what to do step-by-step: from gathering estate documents, securing death certificates, to handling accounts, retirement plans, debts, and taxes.

At EGEA Wealth Management, we believe planning ahead empowers you and your family during difficult times. 💼 Let us help you bring clarity and peace of mind.

Read the full checklist: https://www.egeasri.com/resource-center/estate/a-checklist-for-when-a-spouse-or-parent-passes

An overview of some fundamental steps when a loved one passes.

Address

721 Chicago Avenue
Evanston, IL
60202

Telephone

+18475633150

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