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$5+ trillion
In invested assets globally
As of 11/07/2023
Financial Advisor
Joseph Waldvogel is a financial advisor with over 12 years of industry experience. Joseph is responsible for providing comprehensive wealth management solutions to high-net-worth clients, including the implementation and execution of portfolio management, asset allocation, financial planning, and estate planning strategies.
Prior to joining the firm, Joseph worked with CIBC Private Wealth Management as a Senior Vice President, Senior Relationship Manager where he worked directly with high-net-worth individuals, multi-generational families, small business owners, senior corporate executives, and foundations.
Joseph earned a Bachelor of Science from the University of Illinois at Chicago. He earned a Master of Business Administration with concentrations in finance and financial analysis and graduated with distinction from DePaul University’s Kellstadt Graduate School of Business.
Joseph is involved in a couple of local community programs in LaGrange, IL, volunteering as a coach for his son and daughter’s little league baseball and softball teams.
Joseph holds the Chartered Financial Analyst® and the Chartered Alternative Investment Analyst designations, and received the CERTIFIED FINANCIAL PLANNERTM certification.
Education
Credentials
Lets connect
Financial Advisor
Joseph Waldvogel is a financial advisor with over 12 years of industry experience. Joseph is responsible for providing comprehensive wealth management solutions to high-net-worth clients, including the implementation and execution of portfolio management, asset allocation, financial planning, and estate planning strategies.
Prior to joining the firm, Joseph worked with CIBC Private Wealth Management as a Senior Vice President, Senior Relationship Manager where he worked directly with high-net-worth individuals, multi-generational families, small business owners, senior corporate executives, and foundations.
Joseph earned a Bachelor of Science from the University of Illinois at Chicago. He earned a Master of Business Administration with concentrations in finance and financial analysis and graduated with distinction from DePaul University’s Kellstadt Graduate School of Business.
Joseph is involved in a couple of local community programs in LaGrange, IL, volunteering as a coach for his son and daughter’s little league baseball and softball teams.
Joseph holds the Chartered Financial Analyst® and the Chartered Alternative Investment Analyst designations, and received the CERTIFIED FINANCIAL PLANNERTM certification.
Education
Credentials
Lets connect
We believe that good financial planning advice is invaluable—it helps prepare you for whatever life brings. But it is especially important during times of major life change. Our process focuses on you and the priorities, goals, concerns and beliefs that will ultimately impact your financial well-being for years to come. We're here to help you tackle your concerns and embrace the opportunities that can enrich and empower you today and for years to come.
Wealth from your point of view
An approach that works for your entire financial life
Our framework is designed to help you turn your possibilities into a plan. It starts with questions and a conversation to uncover everything that's important to you—beyond your money and wealth. Then, we organize your financial life in a way that gives you confidence you’ll have what you need—when you need it.
$5+ trillion
In invested assets globally
As of 11/07/2023
Global leader
UBS is a world-leading wealth manager
#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022
