Back to Search Favorites List

Tony Spangenberg

Tony Spangenberg focuses in the
following client markets or areas of practice:

  • Business Owners
  • Corporate Executives
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Professional Athletes or Entertainers

Planning Specialties

Tony is a financial advisor in Savant’s Wilmette, IL, office and a member of the Advisory Team. He is responsible for managing all aspects of the financial planning and investment process for Savant’s clients. He regularly meets with clients, other advisors, portfolio managers, and financial planners to formulate and coordinate effective planning, investment, and tax strategies. Tony has been involved in the financial services industry since 2007. Prior to joining Savant, he was an advisor for several large wealth management firms. Tony is a cum laude graduate of Northern Illinois University with a bachelor of arts degree in philosophy. He is a Chartered Financial Analyst® (CFA®), a CERTIFIED FINANCIAL PLANNER™ professional, and an Accredited Wealth Management Advisor® (AWMA®). Tony serves on the board of directors, Finance Committee, and Executive Committee for the Illinois Medical District Guest House, whose mission is to provide affordable housing for outpatients and the families of patients receiving treatment in the Illinois Medical District. Tony and his wife Janice have three children. They live in Chicago’s Southport Corridor neighborhood and are huge Chicago Cubs fans.

NAPFA Start Date

September 27, 2016

Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

This Office

1000 Skokie Blvd Ste 100 Wilmette, IL 60091-1100 Phone: (847) 441-0410
View
Visit Website