At Stenger Family Office, we provide a full range of services to help you navigate every aspect of your financial journey. Our integrated approach ensures your financial plan is aligned to secure your future. Our Services Include: - Financial Planning - Investment Management - Tax Strategy & Preparation - Estate Planning Visit stengerfamilyoffice.com for more information or to schedule a consultation. #FinancialPlanning #InvestmentManagement #TaxStrategy #EstatePlanning
Stenger Family Office
Financial Services
Naperville, Illinois 996 followers
Multi-family office, fiduciary firm. Investment management, tax preparation & strategy, estate planning under one roof.
About us
Stenger Family Office is an independent, fiduciary wealth management firm headquartered in Naperville, IL. We also have an office in Spring, TX. With roots dating to 1981, Stenger Family Office and its experienced team of financial advisors can help with the following services: • Retirement Planning • Investment Management • 401(K) Rebalancing & Rollovers • Retirement Planning • Tax Planning & Preparation • Estate Planning Strategies • Pension Plan Analysis • Social Security & Medicare Planning • Restricted Stock Units (RSUs) • Net Unrealized Appreciation (NUA) As a Registered Investment Advisor (RIA) firm, we adhere to the fiduciary standard, always putting client interests first. For 43 years, our team has advised Fortune 500 employees and their families leading up to and during retirement. Stenger Family Office is a one-stop shop for all your wealth management needs including tax preparation and estate planning strategies from our in-house team of CPAs and estate planning attorneys. Naperville, IL office: 400 E. Diehl Road Suite 550 Naperville, IL 60563 Spring, TX office: 1700 City Plaza Drive Suite 440 Spring, TX 77389
- Website
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www.stengerfamilyoffice.com
External link for Stenger Family Office
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Naperville, Illinois
- Type
- Privately Held
- Founded
- 2023
- Specialties
- Financial planning, Investments, 401(K) rollovers, Tax preparation, Estate planning strategies, and Tax strategy
Locations
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Primary
Get directions
400 E Diehl Rd
Suite 550
Naperville, Illinois 60563, US
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Get directions
1700 City Plaza Dr
Suite 440
Spring, Texas 77389, US
Employees at Stenger Family Office
Updates
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BOI is Back! Starting February 18th, 2025, the Beneficial Ownership Information (BOI) Report requirement is in effect again. The new filing deadline for most companies is March 21st, 2025, following a 30-day extension after a court order. What does this mean for your business? The BOI Report is an informational filing required for corporations, LLCs, and partnerships under the Corporate Transparency Act. It includes details about the entity and its beneficial owners (those owning 25%+ or with significant control like CEOs or CFOs). Don’t miss the deadline! Penalties can apply for late or incorrect filings. 👉 File online and get updates: https://www.fincen.gov/boi For questions or assistance, contact Stenger Tax Advisory. Visit: https://lnkd.in/gBzps3R2 We’re here to help!
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2025 predictions are here! Catch Episode 177 of The Nick Stenger Show. Available now on Apple Music, Spotify, and YouTube. Watch here: https://lnkd.in/gjx3FuSH
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A 'Fugazi' Economy: The Fed’s strategy for managing debt has led to rising inflation. . . The Antidote to Inflation | The Nick Stenger Show | Ep. 176 Dive deeper into the conversation—watch the full episode here: https://lnkd.in/grS624Bt
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Episode 176 of The Nick Stenger Show - The Antidote to Inflation – Join Nick Stenger for an in-depth exploration of inflation insights, market dynamics, and more. Stream now on Apple Music, Spotify, and YouTube. Watch here: https://lnkd.in/gsFdgtF3 #Inflation #EconomicTrends #MarketInsights
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At Stenger Tax Advisory, our team of CERTIFIED PUBLIC ACCOUNTANTS (CPAs) is ready to help you navigate the complexities of tax filing. We’re here to provide expert tax preparation and guidance, ensuring everything is handled with accuracy and efficiency. Get started today and let us help you make the tax season as straightforward as possible. 🔗 https://lnkd.in/gBzps3R2 #TaxSeason #TaxPreparation #TaxPlanning
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As retirement nears, should you get more conservative? Nick Stenger explains why focusing on your goals—not just risk—is key to a solid financial plan. Watch the full episode here: https://lnkd.in/g7rWNxkd #retirement #RiskManagement #FinancialPlanning #inflation
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Episode 175 of The Nick Stenger Show: The Tower of Babel. Nick discusses the impact of AI, technology, and more. Listen now on Apple Music, Spotify, and YouTube. Watch Here: https://lnkd.in/g7rWNxkd
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If you haven't seen the latest episode of the Nick Stenger Show, EP. 174. Click the link below! Watch here! https://lnkd.in/gJ4WsNKD . . . Disclosures: The views expressed herein are those of the author and do not necessarily reflect the views of Stenger Family Office LLC or its affiliates. All opinions are subject to change without notice. Neither the information provided, nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Past performance is no guarantee of future results. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and/or investments discussed in this material may not be appropriate for all investors. Stenger Family Office LLC recommends that investors independently evaluate particular investments and strategies and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.
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The Trump Bump - The Nick Stenger Show, Episode 174, is now available on YouTube, Apple Podcasts, and Spotify. Watch here: https://lnkd.in/gSWStaW4
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