top of page

Advocate Wealth Management

Planning Portal

BrokerCheck by FINRA

Home
The Advocate Difference
Who We Serve
Our Services
About
- Meet the Team
- The Advocate Story
Becoming a Client
Resources
- Tax Prep Sheet
Contact Us

Explore our services and get in touch

Our Services

Nothing to book right now. Check back soon.

Main Office

26W422 Pinehurst Dr,

Winﬁeld, IL 60190

630-597-4484

info@advocatewm.com

Advocate Wealth Management

Quick Links

Investment Management and Investment Planning

Financial Planning

Retirement Planning

Roll Over a 401(k) or 403(b)

Where to Start with My Finances

Estate Planning Issues

Special Needs & Disability Support

Insurance Planning

Financial Hurdles in Divorce

Kid & Grandchildren's Education

Loss of a Loved One

Business Consulting

Business Ownership Guidance

Business & Life Balance Coaching

Osaic Wealth and its representatives do not provide tax advice; therefore it is important to coordinate with your tax advisor regarding your specific situation.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. This communication is strictly intended for individuals residing in the states of AZ, FL, IL, KS, MO, NJ, OH, PA, TX, WA, WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Investment advisory services offered through USAdvisors Wealth Management LLC, Shawn Cook, Representative. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic's Customer Relationship Summary Form.

© 2026 Advocate Wealth Management.

bottom of page