MPI Wealth Management - Hinsdale, Illinois

Address: 15 Salt Creek Ln Suite 404, Hinsdale, IL 60521.
Phone: 03256900.
Website: mpiwealthmanagement.com
Specialties: Investment service.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot.
Opinions: This company has 20 reviews on Google My Business.
Average opinion: 3.8/5.

📌 Location of MPI Wealth Management

MPI Wealth Management 15 Salt Creek Ln Suite 404, Hinsdale, IL 60521

☎️03256900

⏰ Open Hours of MPI Wealth Management

Monday: 8 AM–4 PM
Tuesday: 8 AM–4 PM
Wednesday: 8 AM–4 PM
Thursday: 8 AM–4 PM
Friday: 8 AM–4 PM
Saturday: Closed
Sunday: Closed

MPI Wealth Management: A Comprehensive Overview

MPI Wealth Management is a distinguished investment service firm dedicated to providing personalized financial strategies to individuals and families. Located at Address: 15 Salt Creek Ln Suite 404, Hinsdale, IL 60521, and readily accessible at Phone: 03256900, MPI Wealth Management operates with a commitment to building long-term relationships based on trust and transparency. Their website, Website: mpiwealthmanagement.com, serves as a central hub for information and resources.

Core Services and Expertise

At its core, MPI Wealth Management specializes in crafting bespoke investment portfolios tailored to meet the unique financial goals and risk tolerance of each client. They offer a comprehensive suite of services, including retirement planning, estate planning, education funding, and tax-efficient investment strategies. The firmâs advisors possess a deep understanding of the complexities of the financial markets and leverage this knowledge to help clients navigate market fluctuations and achieve their long-term objectives. A key differentiator is their focus on a holistic approach to wealth management, considering not just investments, but also the broader context of a clientâs financial life.

Location and Accessibility

MPI Wealth Managementâs Hinsdale, Illinois office provides a convenient and professional environment for client meetings. The firm prioritizes accessibility, offering both online appointments and onsite services to accommodate various schedules and preferences. Furthermore, the office is equipped with a wheelchair accessible entrance and wheelchair accessible parking lot, demonstrating a commitment to inclusivity and ensuring a comfortable experience for all clients. The location in Hinsdale, a desirable suburb of Chicago, provides easy access for clients residing in the greater metropolitan area.

Client Testimonials and Reputation

MPI Wealth Management has garnered a positive reputation within the community, evidenced by 20 reviews on Google My Business, with an average rating of 3.8/5. These reviews consistently highlight the firm's dedication to integrity and client service. Notably, many clients emphasize the long-standing relationships theyâve built with advisors like Dave Pequet, who has served clients for over 50 years. Dave Pequetâs commitment to upholding ethical standards and preserving local resources, such as the oak trees in the Duck Lake area, reflects the firmâs values. The longevity of these relationships suggests a level of trust and satisfaction rarely found in the financial services industry. Itâs clear that the firm values its clientsâ well-being and strives to provide a supportive and knowledgeable partnership.

Key Features and Benefits

Personalized Financial Planning: Each client receives a customized plan designed to align with their specific needs and aspirations.
Experienced Advisors: The firmâs team comprises seasoned professionals with extensive market knowledge.
Comprehensive Services: MPI Wealth Management offers a full range of financial services, encompassing investment management, retirement planning, and estate planning.
Client-Focused Approach: The firm prioritizes building long-term relationships based on trust and open communication.
Accessibility & Convenience: Online appointments and onsite services cater to diverse client needs.

Additional Points of Interest

MPI Wealth Management understands that financial planning extends beyond just investments. They actively consider factors such as tax implications, estate planning, and charitable giving to create a comprehensive financial roadmap. The firmâs dedication to accessibility is further demonstrated by its commitment to providing a welcoming and inclusive environment for all clients. Their focus on preserving natural resources, exemplified by Dave Pequetâs efforts, underscores a broader commitment to responsible stewardship. The firmâs online presence, through its website, facilitates easy access to information and allows clients to schedule appointments conveniently. Itâs a firm that demonstrates a genuine interest in its clientsâ financial well-being and long-term success.

👍 Reviews of MPI Wealth Management

MPI Wealth Management - Hinsdale, Illinois

Marti C.

5/5

I have known Dave Pequet for 25 years, and my husband John has known him for 45 years. He has always displayed the utmost integrity and compassion in every aspect of his life. He has spent the last 55 years in the Duck Lake area and has always been devoted to preserving the beauty of the area's abundant natural resources. This led to Dave overseeing the efforts to preserve the beautiful oak trees that are susceptible to oak wilt due to damage from disc golf, which has resulted in the few negative reviews on this site. Dave has, and always will, stand for what is right.

Bob P.

5/5

Dave Pequet and his company MPI are outstanding. He is a man of integrity and intelligence. I have known Dave and his company for 20 years. He has delivered outstanding service and successful wealth management during that time. When bond yields were in the cellar he developed a fund of key dividend stocks that consistently earned a 5 star review from the prestigious Morning Star report. I have been a neighbor of Dave's in Fruitland Township where he has been a great steward to the area. We are fortunate to have a man of his caliber and knowledge here in Whitehall serving to protect our wonderful natural assets. It is unfortunate that a group of local hooligans have posted ill spirited comments on his website. It truly reflects badly on the hooligans who have tried to destroy our natural resources in the Fruitland Township park. I cannot say enough wonderful things about Dave and his family. If you have the opportunity to invest in MPI or work with Dave in his many endeavors than you will be a very fortunate individual !!

Mary A. B.

5/5

The negative reviews are by Disc Golfers who have ruined a beautiful piece of park property. The redneck, swearing, drinking and pot smoking disc golfers are the ones that are nasty and don't know what the words kind, considerate, successful even mean. Mr. Pequet is a very successful businessman who is honest, kind, considerate and he, his wife and business have done a lot of wonderful things for not only community but organizations. He would never be rude or unkind to anyone.

Eileen H.

5/5

Matt has been so helpful to me and my mom. His expertise and friendliness are of highest quality, making him a true pleasure to work with. I highly recommend MPI!

Ken K.

5/5

My wife and I have known Dave and his family for nearly 40 years and he has always maintained exemplary integrity and sound judgement. He works very conscientiously to improve his results for his investors. His record is among the best in his industry.

Cheryl K.

5/5

My husband and I have been clients of Dave Pequet and MPI for at least a decade. In the event that I would assume investment responsibility of our assets in the future, I would be very comfortable in trusting Dave’s honesty, integrity, vast experience, and expertise for guidance.

Christopher L.

5/5

I have known Dave and Matt et al since 1996. They have been my investment advisor, and advisor to most of my family for all that time.

They are smart, professional, knowledgeable, fair, totally honest and trustworthy...in every regard. Period.

And they have as good a pedigree as outstanding consultants as you can hope to find.

Dave is known around the financial world as one of the best in the business.

He’s also a great, standup, guy who, among many other endeavors conducts fundraisers for veteran groups/families.

The negative views otherwise posted are sour grapes, sophomoric character assassination attempts from a group of inethical neer-do-well Frisbee players who were put off by Dave’s efforts to protect environmental threats. Pay no attention.

Jack

5/5

David Pequet sits at the helm of MPI, one of the finest investment and money management firms in the nation. Nobody in Pequet's business earns the trust required to invest more than a third of a billion dollars from institutions and high net worth individuals by cheating Granny and sending her to the poor house.

Mr. Pequet also sits at the helm of an environmental initiative in West Michigan to remove disc golf play in an environmentally sensitive public forest because the damage done by weighted, sharp edged discs inflicts deep and serious wounds to Oak trees and hastens infection from Oak Wilt, a scourge that is today killing large stands of oak trees in forests across the Eastern United States.

I noticed a sudden influx of libelous letters to the MPI web site from, guess who, members of the West Michigan disc golf community. A little research on by-lines from the letters is all it took.

I suggest anyone researching MPI via their web site take these letters with a grain of West Michigan Sand.

Everyone has heard the one about the proverbial pot and window. These disc golf reprobates and miscreants don't have either one and are simply stuffing the MPI review box with baseless vitriol otherwise known as SPAM.

Mr. Pequet and his capable staff can give me advice and manage my retirement portfolio anytime.

Jack Mitenbuler
Indianapolis, IN