Investment Process

Our investment goal at Hedeker Wealth is to give our clients superior risk-adjusted growth of capital through an independent, objective and disciplined process. 

We do this by giving you a detailed investor profile and risk tolerance evaluation. The result is a formal, customized investment policy statement. We then create a comprehensive and unbiased financial solution that best fits your needs, by evaluating the top money managers. Since we are not part of a traditional investment bank, our decisions are completely independent. Once your detailed investment portfolio is implemented, we actively manage it by monitoring and communicating with the money managers regarding your individual situation. 

During the process, we consider your current tax position and estate planning variables so that the investment decisions are tax sensitive. Together with the law firm of Hedeker Law Ltd., we provide families with complete legal, financial and tax services, all in one center. And since our advisors work together under one roof, you receive the greatest level of protection for your hard-earned money.

Tax and Estate Planning

The law firm of Hedeker Law Ltd. is able to maximize the tax efficiencies of our clients’ portfolios. We continuously review each client’s tax and estate planning needs to protect your assets. By incorporating tax efficiency planning, we enable you to maximize your investment returns over time.

Some of the most common structures our clients use are:

Disclosure on
Hedeker Law Ltd.:

The information presented and/or made available on this web page is not a solicitation and should not be construed as advice or solicitation for the services of Hedeker Law Ltd.
  • Tax Basis Trusts
  • Grantor Retained Annuity Trusts
  • Intervivos Trusts
  • Family Limited Partnerships
  • Asset Protection Trusts
  • Charitable Lead Trusts
  • Dynasty Trusts
  • Defective Trusts
  • Private Foundations


Hedeker Wealth LLC (“Company”) is an SEC registered investment adviser located in Lincolnshire, Illinois. Company may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Company’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Company’s web site on the Internet should not be construed by any consumer and/or prospective client as Company’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Company with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Company, please contact the SEC or the state securities regulators for those states in which Company maintains a notice filing. A copy of Company’s current written disclosure statement discussing Company’s business operations, services, and fees is available from Company upon written request. Company does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Company web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

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Hedeker Wealth, LLC One Overlook Point, Suite # 610, Lincolnshire, IL 60069 Tel. (847)913-5594 Fax. (847)913-6793
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Hedeker Wealth Management, Investment Advisory Service, Lincolnshire, IL