Protect What Matters Most
First Capital Wealth Management Group is a dedicated team of professionals, led by Principal Owner Richard Chew, who have been serving individuals, small businesses, and large corporations with their wealth management and insurance needs for over 25 years. Our primary goal is to help consumers assess their needs and quickly find the right plans and programs to protect their wealth. We understand the importance of safeguarding what matters most, and we strive to provide customized solutions to enhance your retirement plans and long-term savings goals.
Richard Chew, the driving force behind First Capital Wealth Management Group, is a seasoned expert in the field of wealth management and insurance. With a Master's degree from Keller Graduate School and a background in financial planning, wealth management, and insurance, Richard is well-versed in all areas of retirement options, including annuities, long-term care, disability, and supplemental medical benefits. He is a registered Series 65 Advisor and licensed in life, health, property, and casualty lines of insurance.
Wealth Management and Insurance Partners
At First Capital Wealth Management Group, we believe in the power of strategic partnerships to provide our clients with the best possible solutions. We have established relationships with reputable partners who share our commitment to excellence and customer satisfaction. Our partners include Lion Street Financial, LLC., Lion Street Advisors, LLC., Polaris Wealth Management, LLC, and Csenge Advisory Group, LLC. These partnerships enable us to offer a comprehensive range of services, including securities offered through Lion Street Financial, LLC., and investment advisory services offered through Lion Street Advisors, LLC., Polaris Wealth Management, LLC, and Csenge Advisory Group, LLC.
Strategic Partners
Our strategic partners are integral to our success and the success of our clients. They are leading companies in the financial industry, dedicated to providing innovative solutions and exceptional customer service. By collaborating with these partners, we can offer our clients access to a wide range of products and services designed to meet their unique needs and goals.
Solutions
At First Capital Wealth Management Group, we understand that every client is unique and has different needs and goals. That's why we offer customized solutions tailored to each client's situation. Our solutions include:
- 401k company plans designed to help small businesses and growing organizations provide their employees with a secure retirement.
- Wealth management for consumers, aimed at helping individuals achieve their long-term savings goals.
- Large value life insurance plans, providing financial security for your loved ones in the event of your passing.
- Corporate and executive benefits programs, designed to attract and retain top talent in your organization.
- Annuities, offering a steady income stream for life.
- Corporate owned plans, helping businesses protect their key employees and executives.
- Retirement plans, designed to ensure a comfortable retirement for you and your employees.
- Long-term care, providing financial protection against the high costs of long-term care.
- And many other programs designed to provide you and your employees with more money for the future.
Consultation Resources
At First Capital Wealth Management Group, we believe in the importance of education and informed decision-making. That's why we offer a variety of consultation resources to help our clients make the best decisions for their financial future. Our team of experienced professionals is always available to answer questions, provide guidance, and offer expert advice on the best course of action for your specific situation.
Our Locations
First Capital Wealth Management Group is headquartered in Chicago, Illinois, with our office located at 605 North Michigan Ave, Suite 400, Chicago, IL 60611. We serve clients throughout the Chicago area and beyond, providing personalized wealth management and insurance solutions to meet their unique needs and goals.
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