Broker Check

About Us

Educated & Experienced Teams (our average experience is over 20 years)

  • 2 CFP® Professionals, 1 CPWA® Professional, 2 MBA's
  • 100% of our advisors have an MBA or Bachelor degree in business, finance, or accounting.
  • You will always have a CFP® Professional on your team.
  • Our teams have experienced a variety of market and economic environments. We have seen it all, and can advise you with wisdom.

Large Firm Capability with a Personal, Fiduciary Approach

  • With the support of our large partners, we offer the same robust capabilities of larger firms, but without the "sales" focus of the larger firms. A true fiduciary experience. Advice should be unique to you.

Charles Schwab & Co. - $2.46 Trillion in asssets under management and 9.3 million accounts.

TD Ameritrade - $667.4 Billion in client assets and 6.6 million accounts. Invests $100 million each year on improved technology

Morningstar Inc. - Provides data on approximately 500,000 investment offerings and global market data on 17 million other investments.

Technology helping you. As our client, you receive:

  • Personal secure Financial Planning Website with mobile access
  • Personal Financial Organizing tools, so families know where to find the important documents, etc.
  • Robust Financial Planning tools with daily account updates and a secure document vault.
  • Precise Online Risk Assessment based on the 2002 Nobel prize winning Prospect Theory
  • Asset Allocation tools proven to beat the traditional methods
  • Investment Due diligence on funds, ETFs, and Separate Accounts that has been shown by 3rd party analysis to correlate with future results
  • Portfolio Reporting from Morningstar, including your own performance report portal
  • Online account opening for Target Risk Investing
  • Paperless signatures for most documents if preferred
  • Internet meeting capabilities

Advisors

Daniel M. Alberth, MBA, CFP®

Manager, Wealth Advisor

(847) 299-8877

(847) 299-1929

advisors@athenaprivatewealth.com

Professional Info I have worked as a personal financial advisor since 2003, with additional financial and insurance experience going back to 1993. I have been a Certified Financial Planner™ since 2005.Athena Private Wealth...
Read more

Brian C. Beasley, CPWA®

Manager, Wealth Advisor, Chief Compliance Officer

(847) 299-8877

(847) 299-1929

brian.beasley@athenaprivatewealth.com

Thomas J. Stecich, CFP®

Manager, Wealth Advisor

(847) 737-7987

(847) 299-1929

Professional Info I have worked as a personal financial advisor since 2010. I am also a Certified Financial Planner. Athena Private Wealth provides comprehensive wealth management, consulting, and investment management to individuals,...

Read more

Steven R. Shambora

Manager, Wealth Advisor

(847) 737-7987

I have worked as a personal financial advisor since 1993. Athena Private Wealth provides comprehensive wealth management, consulting, and investment management to individuals, small businesses, and non-profit organizations. Work...
Read more

Daniel K. Stecich, MBA

Sr. Vice President, Economic Research

(847)299-8877

(847)299-1929

advisors@athenaprivatewealth.com

Work Experience Partner, Sr. Vice President Economic Research Athena Advisor Services, LLC October 2013 – Present (1 year, 5 months)Des Plaines, IL Using my 30+ years of experience on the macro end of the financial arena to now...
Read more

Really, we won't bite you.  Give us a call, or email us today! We would love the opportunity to become your trusted advisors.

Name
Email
Phone
Question
Thank you! Oops!