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About Clune & Associates

Our History: Clune & Associates was founded in 1987, and since its inception we have been actively engaged in the financial planning business. Although headquarter in Chicago, we service clients throughout the United States and Canada. Over the years, we have maintained a strong relationship with our clients and have provided a level of service unequalled by other firms. Our history of financial expertise and an independent, individualized approach to financial planning and wealth management have made us a trusted advisor to clients across the United States and Canada. Our Clients: Our wealth management clients are individuals, families and small institutions who are looking for a strategic partner to help them preserve and grow their wealth over time and properly transfer the balance to the next generation. Our client base is comprised of physicians, lawyers, corporate executives, business owners, retirees and the independently wealthy. They value a comprehensive approach to wealth management and our commitment to client service. Our Mission: Our mission is to provide superior personalized wealth management services to client families and small institutions. We accomplish our mission by: • Cultivating a firm that is attentive to the needs of our clients. • Ensuring clients receive the focused attention and reflective thought of a seasoned investment professional in establishing the goals and objectives of their portfolio. • Upholding the highest ethical and fiduciary standard. • Investing in the people, systems and support to ensure the delivery of this high quality service to all of our clients.

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