Advisor at HG Wealth Management, LLC
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Firm
HG Wealth Management, LLC
Location
Chicago, IL 60611
Credentials
CFP®, Series 63, Series 65
Industry experience
22 years
Henry Gorecki is a CFP® with 22 years of industry experience and has led HG Wealth Management, LLC since 2012. Based in Chicago, IL, he holds Series 63 and Series 65 licenses and operates as the sole advisor at his independent firm. HG Wealth Management primarily serves individual clients through financial planning and portfolio management, employing a Core + Satellite investment approach that combines passive core holdings with selected active positions. The firm is notable for its boutique scale, managing approximately $29.9 million for about 20 clients, and offers educational workshops on financial and investment topics.
Based on HG Wealth Management, LLC
Based on HG Wealth Management, LLC
Fixed fees ranging from $1,000 to $10,000 annually for financial planning and investment consultation services
$0 - $499,999: 1.25% (125 basis points) $500,000 - $999,999: 1.00% (100 basis points) $1,000,000 - $1,999,999: 0.90% (90 basis points) $2,000,000 - $4,999,999: 0.70% (70 basis points) $5,000,000+: 0.60% (60 basis points)
$250 per hour with a one-hour minimum billed in 15-minute increments
Account minimum: $500,000 Minimum fee: Minimum annual fee of $4,000, billed quarterly in arrears Fee-only: Fixed fees typically ranging from $1,000 to $10,000 annually; hourly fees at $250 per hour with a one-hour minimum
401 N Michigan Ave, Suite 1200
Chicago, IL 60611
Illinois · Texas
HG Wealth Management, LLC
2012 - Present (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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At Wysopal Wealth, we specialize in helping high-income professionals and former athletes manage the complexities of equity compensation and variable income. Our goal is to make sure your money works for you—today and for the future. We focus on creating personalized, values-driven financial plans that allow you to live fully now while planning for what’s next. I’m Brett Wysopal, a proud girl dad of two and a former minor pro hockey player. My experience in sports taught me discipline, focus, and resilience, all of which I apply to financial planning. After spending years navigating the world of equity compensation, I’ve made it my mission to help families simplify their finances, reduce tax burdens, and achieve their life goals. Our approach at Wysopal Wealth is rooted in personalized attention. We keep our client list small, ensuring every client receives the time and care they deserve. We dive deep into your financial situation, understanding your numbers, values, and what matters most to you. This allows us to tailor your financial strategy to your unique goals, whether that’s managing your equity, preparing for retirement, or planning a family legacy. Equity compensation is often the largest part of our clients' wealth, but it comes with complexities—ISOs, RSUs, stock options, and significant tax implications. Many people wait too long to make decisions about their equity, resulting in missed opportunities or unexpected tax bills. At Wysopal Wealth, we take a proactive approach, creating a strategy for when and how to execute your equity plans, minimize tax liability, and diversify your holdings. At Wysopal Wealth, financial happiness is the goal. We believe that money should support the life you want, and we’re here to help you make that happen.
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