Kuhn Wealth Management

Financial Planning, Asset Management, and 1031 Exchange Professional


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Nathan Kuhn

Nathan Kuhn

President/Wealth Management Advisor

Nathan Kuhn is an advisor as well as the President of Kuhn Wealth Management.  Nathan founded Kuhn Wealth Management in 2003 so he could provide comprehensive wealth management services for his clients and have the freedom to always put his clients’ specific needs above any other pressures.

Nathan lives in Arlington Heights with his wife Sara, a reading specialist in Lake Forest Elementary Schools. They spend most of their time with their young children Kendall and Ryan; they also love to travel and ski.  Nathan enjoys sports and watching college football and the Chicago Blackhawks and the Chicago Cubs.

Nathan graduated from the University of Illinois Urbana Champaign in 2002 where he received his Bachelor’s Degree in Economics and a Minor in Chemistry.

Review Nathan Kuhn's Financial Industry Regulatory Authority with FINRA/BrokerCheck >


 

Matt Kuhn

Matt Kuhn

Wealth Management Advisor, CFP ®

Matt has been in the financial services industry for over ten years, and he has been an advisor with Kuhn Wealth Management since 2013.  Matt is responsible for creating financial plans for clients and ensuring account set ups and transfers. He is passionate about listening to clients to gain an understanding of their specific goals in order to help plan for their futures.

Currently, Matt lives in Chicago with his wife Danielle. Matt enjoys playing basketball, softball, and skiing; he and Danielle also enjoy traveling together whenever they have the opportunity.

Matt graduated from the University of Illinois Urbana-Champaign in 2004 where he received his Bachelor’s Degree in Speech Communications with an emphasis in Economics.

In 2010, Matt received his Certified Financial Planner (CFP) certification after completing course work through Northwestern University School of Continuing Studies. Learn more about the CFP certification >

Review Matt Kuhn's Financial Industry Regulatory Authority with FINRA/BrokerCheck >


 

Danny Levy

Danny Levy

Advisor

Danny has 15 years of experience handling the daily whims of the stock market. He spent 10 years as a trader and market maker at the Chicago Board of Options Exchange before transitioning into a role as an options trading advisor. In 2019, he joined Kuhn Wealth Management to help clients achieve their wealth management and retirement goals.

Danny lives in Chicago with his wife Lauren, a clinical health psychologist in the Cook County Hospital System, and their dog Three. Danny spends his free time traveling, relaxing with his family, as well as playing and watching sports.

Danny graduated from the University of Illinois Urbana-Champaign in 2003 where he received his Bachelor’s Degree in Economics.

Review Danny Levy's Financial Industry Regulatory Authority with FINRA/BrokerCheck >


 

Will Clark

Karla Jalowiecki

Client Relationship Coordinator

Karla Jalowiecki is the newest member of the Kuhn Wealth Management team. We are thrilled to have Karla on board at the firm. In her role as Client Relationship Coordinator, Karla is another point of contact for your day-to-day questions. She also assists with our many administrative tasks.

Karla lives in Arlington Heights with her husband Ryan and two energetic young daughters. Outside of work, she has a passion for running that extends to marathons and even ultramarathons.

Karla graduated from Northeastern Illinois University in 2006 with a degree in Business Management. Her previous experience includes working as a financial assistant and human resources manager for a communication technology firm.


 

Kim Grotto

Kim Grotto

Marketing & Communications

Kim Grotto is Kuhn Wealth Management's marketing and communications partner. As the owner of Grotto Marketing, a marketing strategy + execution firm, she is passionate about helping entrepreneurs articulate their unique value and share it with their corner of the world.

Kim lives in Glen Ellyn with her family. Outside of work, she enjoys traveling, reading, and NCIS.

Kim graduated from the University of Illinois Urbana-Champaign in 2005 with a dual degree in Economics and Business Administration/Marketing.


 

Contact us

1100 W. Northwest Hwy. #114
Mt. Prospect, IL 60056
(847) 607-4976
nathan@kuhnfinancial.com
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About us

Since 2003, Kuhn Wealth Management has been committed to providing personalized service and unbiased advice to help our clients attain their financial goals. We learn by listening, and reciprocate by educating our clients on the strategies and alternatives that make sense individually. We invest in long-term relationships and proactively suggest larger scale strategic changes as well as specific portfolio adjustments in order to provide the kind of leadership that allows our clients to feel financially confident and turn their focus toward their passions.

Chicagoland 1031 Exchange

For your 1031 Exchange & DST needs and to register to receive our current availability report, please visit our 1031 Exchange & DST website, chicagoland1031exchange.com. Our professionals help make sense of the process and offer the resources you need to complete your exchange successfully.

Contact us

1827 Walden Office Square, Suite 500
Schaumburg, IL 60173
(847) 607-4976
advisors@kuhnwealth.com

Securities offered through DAI Securities, LLC, member FINRA and SIPC. Advisory Services offered through Kuhn Wealth Management Inc., a state registered Investment Advisor. Insurance offered through DAI Securities, LLC. Kuhn Wealth Management Inc. is independent of DAI Securities, LLC.


All investments and strategies have the potential for profit or loss. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor's portfolio. Asset allocation and diversification will not necessarily improve an investor's returns and cannot eliminate the risk of investment loss.


Kuhn Wealth Management Inc. is registered as an Investment Adviser in the State of Illinois and notice filled in the state of Texas.