01. About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

02. Our Philosophy

As fiduciaries we put our client’s interests first. Our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.

03. Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

Our Services

Financial Planning

Tax Preparation Services

Retirement Planning

Education Planning

Estate Planning

Our Team

James T. Borello | Financial Planner | James T. Borello & Co

James T. Borello

Jim Borello has resided in the Chicago area all of his life. He earned his Bachelor of Arts degree in Chemistry from...

Daniel J. Borello | Financial Planner | James T. Borello & Co

Daniel J. Borello Ph.D.

Dan’s Financial Planning specialties include, Retirement Forecasting, Estate Planning, Education Consulting, and Tax...

Michael T. | Financial Planner | James T. Borello & Co IL

Michael T. Speziale

Mike has been a Financial Planner for over 20 years, servicing clients in the Dundee area through local community banks...

Chad D. Anderson | Tax Planner | James T. Borello & Co IL

Chad D. Anderson

Chad graduated from Purdue University and has traveled the world volunteering on military bases in 9 different countries...

Jackie Kieltyka | Client Manager | James T. Borello & Co IL

Jackie Kieltyka

Jackie joined the firm in 2008 and enjoys her multiple roles helping our clients and keeping the office running smoothly...

We manage assets for individuals and families, providing investment management, and financial planning services.

Latest Blogs

5 Critical Questions HNWIs Should Ask to Address Major Financial Concerns

Daniel Borello |
Categories
Investments
Retirement
Tax Planning
What do you do when faced with a complex financial challenge? Do you seek an immediate solution, or do you take the time to fully understand the issue before acting? The way you approach financial decisions often depends on your perception of time - specifically, how much time you believe you have to respond. 1 When dealing with complex financial matters, urgency can sometimes create pressure on us to act quickly. However, reacting too quickly...

How to Dive into Business Succession Planning: 10 Key Questions

Daniel Borello |
Categories
Investments
Finance
Tax Planning
What will happen to your business when it’s time for you to take a step back? That can be a tough question that many business owners eventually have to face. Yet, far too many admit they don't have a formal succession plan in place. In fact, looking at family businesses alone, about 61% say they do not have a documented succession plan. 1 Why? Many business owners say they haven’t put together a succession plan...

From Boomers to Gen Z: A Generational Look at Money Habits and Financial Choices

Daniel Borello |
Categories
Lifestyle
What financial habits have helped you most in life? Which ones have held you back? No matter how you answer those questions, your money habits have a lot to do with how you grew up. 1 They also can be shaped by when you grew up. That’s because each generation can have a distinct perspective and different experiences shaping their approach to money and financial choices. With that, every generation can bring its own strengths...