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.

Women are making an increasingly important impact on the American economy — starting businesses, leading major companies...
08/12/2026

Women are making an increasingly important impact on the American economy — starting businesses, leading major companies and building greater financial independence.

But some significant challenges remain.

Women continue to earn less on average than men, receive lower average Social Security benefits, and 57% say they feel behind where they should be with their retirement savings.

At the same time, nearly half of all new U.S. businesses in 2024 were started by women.

The takeaway? As women’s economic influence grows, thoughtful financial and retirement planning becomes even more important.

At EGÉA Wealth Management, we help individuals and families think through their financial goals and prepare for the years ahead.

Learn more:
https://www.egeawm.com/resource-center/retirement/women-on-the-rise

Explore the growing influence women wield over the economy with this handy infographic.

Retirement readiness is about more than choosing a date—it’s about making sure all the pieces work together.From your re...
07/16/2026

Retirement readiness is about more than choosing a date—it’s about making sure all the pieces work together.

From your retirement budget and emergency savings to taxes, healthcare, Social Security, your 401(k), and estate strategy, our 10-step Pre-Retirement Checklist can help you see what you’ve completed and where you may still need a plan.

Take a few minutes to check your progress and identify your next steps:



https://www.egeawm.com/resource-center/retirement/the-pre-retirement-checklist?fbclid=IwY2xjawTF_xZleHRuA2FlbQIxMQBzcnRjBmFwcF9pZBAyMjIwMzkxNzg4MjAwODkyAAEemsZIMLz94EpK2GuEcleHM7anE2k_RV5v8I7wMMt5fEWOGbcZ3nEp_LI28Q4_aem_I_6qGFOkQbVQOuIfTK8dwg

From wealth management to retirement solutions, our insight and sophisticated financial strategies can help make your investment goals a reality.

Choosing the right financial advisor can make all the difference, especially when you want your financial plan to reflec...
07/08/2026

Choosing the right financial advisor can make all the difference, especially when you want your financial plan to reflect both your goals and your values.
In a recent Authority Magazine piece, Alex shares practical tips for finding the right advisor, including what questions to ask, why communication matters and how values-aligned investing can fit into a larger financial plan.
Interested in learning more about sustainable investing? Give us a call or visit our website at www.egeawmcom.


An Interview With Rachel Kline

Estate planning isn't just about passing on wealth—it's about protecting the people and causes you care about most.A str...
06/17/2026

Estate planning isn't just about passing on wealth—it's about protecting the people and causes you care about most.

A strong estate strategy helps ensure your wishes are honored, your loved ones are provided for, and unnecessary stress, taxes, and expenses are minimized.

The four essential elements of an effective estate plan include:

✔️ A will or trust
✔️ Powers of attorney
✔️ Healthcare directives
✔️ Beneficiary designations

Life changes—marriages, births, career changes, and retirement can all impact your plan. That's why reviewing your estate strategy regularly is just as important as creating one.

Do you know if your estate plan still reflects your current wishes?

Read more: www.egeawm.com/resource-center/estate/4-elements-of-an-estate-strategy



https://www.egeawm.com/resource-center/estate/4-elements-of-an-estate-strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

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.

Address

721 Chicago Avenue
Evanston, IL
60202

Telephone

+18475633150

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