Stenger Family Office

Stenger Family Office

Financial Services

Naperville, Illinois 854 followers

Multi-family office, fiduciary firm. Investment management, tax preparation & strategy, estate planning under one roof.

About us

Stenger Family Office is an independent, fiduciary wealth management firm headquartered in Naperville, IL. We also have an office in Spring, TX. With roots dating to 1981, Stenger Family Office and its experienced team of financial advisors can help with the following services: • Retirement Planning • Investment Management • 401(K) Rebalancing & Rollovers • Retirement Planning • Tax Planning & Preparation • Estate Planning Strategies • Pension Plan Analysis • Social Security & Medicare Planning • Restricted Stock Units (RSUs) • Net Unrealized Appreciation (NUA) As a Registered Investment Advisor (RIA) firm, we adhere to the fiduciary standard, always putting client interests first. For 43 years, our team has advised Fortune 500 employees and their families leading up to and during retirement. Stenger Family Office is a one-stop shop for all your wealth management needs including tax preparation and estate planning strategies from our in-house team of CPAs and estate planning attorneys. Naperville, IL office: 400 E. Diehl Road Suite 550 Naperville, IL 60563 Spring, TX office: 1700 City Plaza Drive Suite 440 Spring, TX 77389

Website
www.stengerfamilyoffice.com
Industry
Financial Services
Company size
11-50 employees
Headquarters
Naperville, Illinois
Type
Privately Held
Founded
2023
Specialties
Financial planning, Investments, 401(K) rollovers, Tax preparation, Estate planning strategies, and Tax strategy

Locations

Employees at Stenger Family Office

Updates

Affiliated pages

Similar pages