OUR FIRM

Bridgeview Wealth Management is unique among most financial and investment advisory firms. We are collaborative partnership combining the strength & security of a respected community bank with the wisdom and financial know-how of an established advisory firm.

Founded over four decades ago, Bridgeview Bank Group’s success has been rooted in its sound, conservative banking practices. Its growth and profitability has been consistent and today it is a thriving community bank with 16 branches across Chicagoland.

MPS LORIA Financial Planners, LLC has developed a successful track record in personal and business financial and investment services and has been named by InvestmentNews as one of the country’s 50 leading investment advisory firms providing financial planning services to individual investors.

Bridgeview Bank and MPS LORIA have joined their resources and expertise to form Bridgeview Wealth Management offering customers the most comprehensive array of financial and investment products and services found anywhere in the marketplace. If you are ready to start planning your future our professionals are ready to deploy all the resources of our firm to help you make the most of it.

For more information on our personal or business financial and investment services, or to arrange a no-obligation consultation, please contact us at 630-323-2144 or info@bridgeviewwealthmanagement.com.