Midland States Bank's Wealth Management Group provides comprehensive wealth management programs and services for individuals, businesses and charitable organizations.
We do not chase trends or templates. Instead, we explore your distinct set of goals, resources, risks and constraints, and then design solutions that fulfill your needs. By taking the time to understand your vision thoroughly, we develop a formal plan, allowing us to navigate your investment ideals with you.
We develop a strategy for your life.
We believe that is essential to take the time to understand each person and each goal. From individuals to business owners, to not-for-profit organizations, we are determined to design financial solutions as unique as our clients.
We go through a thoughtful process of determining the appropriate asset allocation strategy with the model of highest probability for achieving your success.
Our strategy starts with you. Before a plan can be designed, our Financial Advisors must know what and, more important, who we're planning for. By taking the time to build a relationship and get a sense of your entire financial picture, we establish where you are and find out where you want to be.
Developing insight into the lives and motivations behind a person's finances allows our team to create a customized approach designed to help achieve each individuals investment goals.
Your aspirations are our aspirations. Our Wealth Management Group provides a powerful partnership in guiding you on your financial journey. We believe in dynamic alliances based on experience, integrity and knowledge.
- Eric A. Chojnicki, J.D., CFP®, ChFC
- President, Midland States Bank Wealth Management
The Midland Financial Strategy
Step One: Where do you want to be?
Our team begins by looking at everything that has the potential to impact your finances. During our initial meeting, we get to know you, the specifics of your situation and the goals you want to achieve. This comprehensive approach allows us to identify how much or how little planning you'll need – helping to ensure an effortless process and an appropriate plan.
Step Two: Our plan to help get you there
Taking all we've learned about you, we'll assess your current finances against your future goals and design a strategy to help you get to where you want to be. At our second meeting, we will present your personalized plan and work together to ensure that you understand every recommendation we make.
Step Three: Putting the plan to work
Then it's time to put your plan into action. After we've answered any questions you might have and received your approval, we'll begin implementing the components of your plan.
Step Four: Making sure your plan keeps up
As things change, we'll be there to help make sure that your financial plan adjusts to market conditions and your life. We are committed to continuously monitoring your portfolio and providing the ongoing guidance to help keep your plan where it needs to be.