Envision Wealth Planning - Chicago, Illinois

Dani R.

I’ve been working with Envision Wealth Planning since 2020, and I couldn’t be more impressed with JB and his entire team. They’ve not only helped us build a strong retirement fund, but they’ve also helped us created a thoughtful, purpose-driven financial plan. The team is incredibly knowledgeable, kind, and patient, always taking the time to guide us through important conversations about our future. They’re responsive and quick to answer any questions, and I especially appreciate their equity and mission-based investment approach, which aligns perfectly with our values. Highly recommend!

tomjung88

I’ve been a client of Envision Wealth for about 3 years. I have an MBA in finance and I thought I could manage and grow my own portfolio……was I terribly wrong. I am grateful to James Brewer and his team for helping me get my retirement/investment fund back on track.

James was extremely thorough with his questionings which allowed him to get a much better understanding of my expectations.

While James and his team have a deep understanding of and knowledge for investment and financial planning, what was equally impressive was how well they listened to my concerns and diligently made sure those concerns were addressed immediately.

While the market can be volatile at times, knowing my hard earned money is in good hands gives me a tremendous piece of mind!

Furthermore, the level of service Envision Wealth provides is also important. I have had issues with logging in, technological issues and the Envision team made the client experience an extremely pleasant one!!!!

Thank you again Envision Team and looking forward to working with you for many years to come!

Christen B.

I have been working with JB and his team for a few years now and couldn't be happier. He's been a true partner in mapping out exactly what I want to achieve financially and putting together a plan to help me get there. I've seen very solid returns under his advisement, all while aligning my investments with my ethical principles and overall values. I recommend him highly within my own network!

Chuck S.

JB and his team have not only given me excellent financial and retirement planning and investment management. The most important thing is that he has been available to answers questions when something different or new has come up in my life. The personal touch is great. I highly recommend Envision!

lois H.

MANY years ago, when James Brewer was with another firm, I found him and began creating an embarrassingly small investment portfolio. I knew NOTHING. He guided me and I, as a certified life coach, listened to him and his desires to spread his wings. He did. Many years later, both my husband and I have our finances completely handled by JB and his strong team. I still know NOTHING yet trust him to know that "as long as you make me enough money to cover your fee every year, I'm good." At this point, that's happened in spades, and I'm in VERY good stead with my assets, estate plan, a trust, etc ... and, wow! SUCH a nice man, too. He's been BEYOND patient with me with my questions! I've given him full permission to respond to me as if I'm six years old. It works! He's also a man of faith which has been tremendously important to me and speaks volumes for his integrity. The man also has more letters than a Scrabble game behind his name. TRUST him with all the gifts he brings. He genuinely cares about his clients - fully.

Whitney S.

I enjoyed my time working with Mr. Brewer! He was very informative and most importantly personable! He answered all of my questions and made complex information digestible. I improved my financial literacy and have applied his recommendations in my daily life! Together we reviewed my work benefits, developed a retirement plan and strategy to pay down my students loans, and we also discussed options for taking care of my parents long term. I highly recommend his services to others!

Anahi S.

I called to see what services they offered and the guy that answered the phone was very rude and made me feel very uncomfortable. I will be looking for service elsewhere…