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Shinneman Wealth Group
Shinneman Wealth Group provides wealth management, income planning, tax-efficient strategies, and Medicare guidance under one roof. Led by Charlie and Julia...
Shinneman Wealth Group
Shinneman Wealth Group provides wealth management, income planning, tax-efficient strategies, and Medicare guidance under one roof. Led by Charlie and Julia Shinneman, the firm offers personalized retirement planning through its proprietary IDEAL Retirement Process covering income, dreams, taxes, aging with dignity, and legacy.
General information
Firm type
RIA
Location
City
Northbrook
Principals
Charlie Shinneman
Owner/CEO
Julia Shinneman
RICP®, NSSA®, Co-Founder and Financial Advisor
Brian P. Dominik
Operations Manager
Christian Arevalo
New Business Coordinator
Jonathan Hanna
Administrative Assistant
Millie
Chief Happiness Officer
Frequently asked questions
What is the investment strategy of Shinneman Wealth Group?
The firm's precise investment strategy is not disclosed. Typical family offices of this nature pursue a balanced approach across public equities, fixed income, private equity, and real estate. Without public filings or media coverage, the specific asset class preferences or sector focus cannot be confirmed.
How large is Shinneman Wealth Group?
No AUM or assets-under-management figure has been publicly disclosed for Shinneman Wealth Group. The firm does not appear in any industry ranking or regulatory filing. Its scale remains unknown.
How does Shinneman Wealth Group source deal flow?
Because the firm does not have a public presence, its deal sourcing methodology is unknown. Many private family offices rely on networks of trusted advisors, banks, and co-investors. Without disclosure, the exact channels used cannot be determined.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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