Our Work
Our Team
Our Vision
FAQ
Our Work

Life Views.

Our Work

Everyone needs a Private Vista, where you can look at your life goals and align them with a wide range of financial planning and investment management tools.

As the next generation wealth management firm, we help you realize a clear view of how you want to invest your time, energy and money to achieve your definition of an enriched and fulfilling life.

Dedicated.

Our Team

Partners

Steve Merdinger

Jeff Toner

Jim Weil

Bob Westrick

Doug Brown

Craig Richart (Emeritus)

Lead Advisors

Tracy Bousky

Mike McCabe

Mary Beth McLean

Joe Feldmann

Mike Merdinger

Stephanie Nanney

Nicole Romito

Michael Wang

Advisors

Sam Awad

Greg Bogdan

Chase Ying Huang

Randy Porzel

Matt Parenti

Greg Williams

Team

Linda Baker

Evelyn Barbosa

Sue Bolt

Susan Carpenter

Maria Cutrone

Debra Stepanek

Delaney Pittari

Daniel Hamburger

Lorena Reyes

Colleen Bentley

Eric Voltzke

Sidney Thao

Sherry Bergslien

Our Vision

A New Vision Comes into Focus.

Our Vision

On one level, Private Vista is the merger of two successful financial services firms with promising futures: Financial Strategy Network (FSN) in Chicago and WNA Wealth Advisors in Hinsdale, Illinois.

On a deeper level, it’s a union of two similar visions for addressing a void in the wealth management industry. Together, we have evolved our financial planning and investment management services. We provide a unique path for viewing current and future financial resources, not only as a way to provide food on the table and a roof overhead, but also as means for enriching lives. Then, together, we are able to provide deeper and broader resources for devising and implementing the strategies and plans to help you reach the vision of your life enriched—your Private Vista. Enjoy the view!

...here are some answers

FAQ

What do you mean by Wealth Management Evolved℠?

Wealth management traditionally focuses on managing financial issues based on client questions, “How much money can I make and how much do I need?”

We base our wealth management services on our questions, “What fulfills your life now and how do you envision your life in the future?”

Our evolution is in the process through which our clients inventory, prioritize and articulate their goals so that for the first time, their financial decisions are motivated by their life direction, not the other way around.

Your Private Vista, then, is your view of the life you want to live and the financial decisions you’ll make to clear that path.

How do you help me inventory, prioritize and articulate my life goals?

From all our years of asking questions about life aspirations, passions, talents and purpose, we have mapped out an insightful journey of self-discovery for our clients. In fact, many of our clients think of this as sort of a personal life planning retreat. We find our clients are often considering how they might enrich their current and future lives for the first time.

The result of this personal journey is a view of resources, both financial and life, and goals for how to invest them. This is what we call a Private Vista, and it informs the financial planning and wealth management process.

What is a Registered Investment Advisory Firm?

Private Vista is an Registered Investment Advisory Firm, meaning that we’re registered with and regulated by the U.S. Securities and Exchange Commission (SEC). We are deemed a fiduciary by law. We also file an annual report to the SEC and states where we operate. The report includes our services, our clients, and how we’re compensated. This report is available upon request or at the SEC’s website.

What is a fiduciary?

A fiduciary advisor role is generally relationship driven with fees for compensation, while a non-fiduciary advisor role is often transaction driven with commissions as compensation.

A fiduciary must act in utmost good faith, and place clients’ best interests above all else. Private Vista is an independent firm that holds itself to a fiduciary standard. This distinguishes us from non-fiduciary advisors who might be employed by companies that sell financial products like a brokerage firm or insurance company.

How does Private Vista get compensated?

Financial Planning: Our planning is fee-based. Because transparency is imperative, we meet with clients initially at no cost to determine the right work scope and a commensurate fixed fee. Once clients agree to move forward, most of them revisit their plan annually at a reduced planning fee.

Investment Management: Management fees are distinct from planning fees. They are based on a fixed percentage of assets under management, which declines as assets increase. This fee is charged quarterly on the total assets Private Vista manages for a client. A current fee schedule is available upon request.

What do the certification initials after a professional’s name really mean?

In general, they mean that our professionals have put the time and study into learning theory and best practices for financial planning, wealth management, portfolio management, retirement income and a host of other services we offer.

Together, they mean that we offer a comprehensive range of experience and expertise to each Private Vista client to leverage as needed.

Finally, they mean that we have a solid foundation in our field from which to focus our innovations on adding real value to our clients’ experience.

Here are the specific certifications a variety of our professional have earned:

CFP®, Certified Financial Planner™

CPA, Certified Public Accountant

JD, Juris Doctor

MBA, Masters in Business Administration

CIMA®, Certified Investment Management Analyst®

ChFC®, Chartered Financial Consultant®

CPC, Certified Pension Consultant

RICP®, Retirement Income Certified Professional®

CLU®, Chartered Life Underwriter®

  • Our Work
  • Our Team
  • Our Vision
  • FAQ
Wealth Management Evolved.
Meet the team dedicated to helping you achieve life's greatest asset: fulfillment.
You have questions...