Envision Wealth Planning is a Chicago-based financial planning and investment advisory firm located in the Loop. Founded by James “JB” Brewer, the firm helps individuals, couples, families, and businesses develop financial strategies that reflect their personal values, long-term goals, and priorities.

Envision specializes in values-based financial planning, combining traditional wealth management with investment approaches that consider environmental, social, and ethical concerns. Its philosophy centers on helping clients make informed financial decisions while supporting the causes and principles that matter to them.

For individuals and families, the firm offers comprehensive financial planning, retirement planning, investment management, and wealth-building strategies. Services address important financial considerations such as cash flow, savings, debt management, tax planning opportunities, insurance needs, and estate planning coordination. Clients can receive guidance tailored to different stages of life, from early career planning to retirement income and legacy planning.

Envision also provides customized investment portfolios designed to balance financial objectives with individual values. Its investment strategies can incorporate considerations such as environmental sustainability, human rights, women’s rights, and economic equity. Portfolio reviews help clients better understand how their investments align with their priorities.

For businesses and organizations, Envision offers retirement plan services, including 401(k) and 403(b) planning. These services help employers evaluate retirement benefit options and support their employees’ financial futures.

The firm’s planning process begins with understanding each client’s financial circumstances, relationships, goals, and values. From there, advisors develop personalized recommendations and provide ongoing guidance as financial needs and life circumstances change.

Serving clients in Chicago and throughout the United States, Envision Wealth Planning offers financial advice focused on building sustainable wealth, preparing for retirement, and connecting financial decisions with a broader sense of purpose.