WEALTH MANAGEMENT

A C C U M U L A T E C A P I T A L n P R E S E R V E W E A L T H n L E AV E A L E G A C Y

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McDonnell Wealth Management is an independent registered investment

advisor that helps clients accumulate, preserve and transfer wealth through

comprehensive financial planning. Our goal is to organize and simplify our

clients’ financial lives, so their wealth becomes a tool to accomplish what

is most important to them. We take an integrated approach to wealth

management, giving consideration to our clients’ investments, tax situation,

estate, retirement plans and exposure to risk. Each client receives a

written, personalized financial plan focusing on each key element, and

together we frequently review progress toward achieving both their

financial and life goals.

WEALTH MANAGEMENT

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G O A L S D R I V E N W E A L T H M A N A G E M E N T

C L I E N T

Understand who you are

and what matters most to you

Set and prioritize your goals

Monitor and reviewprogress towardachieving your

goals

Develop your financial

game plan, outlining how to meet each

unique goal

Implement solutions

Goals Driven Wealth Management is the disciplined process we have

created that ensures our clients’ unique needs, concerns and goals are

incorporated into every aspect of the wealth management process.

Too many advisors forget that “managing wealth” is not just about

picking investments. We believe our clients’ years of hard work

deserve more than that. We invest the time to truly understand our

clients from the ground-up, listening to what matters most to them

and what they want to accomplish. Only then are we able to connect

clients to the most appropriate investment strategy, and update that

plan as our clients’ lives evolve and change.

It’s uniqueour clients’ goals and financial needs are the core that drives how we professionally manage their wealth.

WEALTH MANAGEMENT

Our firm was built on the

values of an incomparable

work ethic, life-long

passion for learning,

and authentic concern

for our clients’ well-being.

As a family owned business,

we clearly understand

that our role and counsel

extends far beyond financial

statements. The trust

clients put in us affects

their most important assets:

their families, their

philanthropy and their

personal legacy.

WEALTH MANAGEMENT

We are committed to our craft. Both of our firm’s principals have earned the Certified Financial Planner™ designation, taking

the extra step to demonstrate professionalism by voluntarily submitting to the rigorous CFP® certification process that includes

demanding education, examination, experience and ethical requirements. With a combined 30 plus years of advising clients,

it is difficult to find another independent advisory team that has a similar combination of advanced certifications, education

and practical expertise.

U N M A T C H E D C O M P E T E N C Y & E X P E R T I S E

Joseph J. McDonnell,

CPA, CFP®, PFS®

Principal

There are few people who can

truly call themselves a personal

Chief Financial Officer, having

studied and practiced for years on the tax implications

of investments, estates, trusts and retirement. Joe is one

of those consummate professionals. He has spent over

25 years as a Certified Public Accountant (CPA) and advisor

to a myriad of clients, including individuals, business owners,

corporations, non-profits, associations, school districts and

municipalities. He is a Certified Financial Planner (CFP®)

and a Personal Financial Specialist (PFS®), a designation

earned only by current CPA’s who have the powerful

combination of extensive tax expertise and comprehensive

knowledge of financial planning. Joe also specializes in

estate tax returns, tax efficient estate planning and elder

law issues. He received his MBA in Finance from

DePaul University in Chicago, IL.

Christopher J. McDonnell,

CFP®

Principal

Chris is a Certified Financial Planner

(CFP®) and has extensive experience

creating comprehensive financial

plans for families and business owners. He received his

MBA in Finance from American University in

Washington, DC, focusing his studies on advanced portfolio

management, investment analysis and risk mitigation

techniques. After graduate school, Chris started his

investment advisory career in the Global Wealth Management

group of one of Wall Street’s largest research firms. He has

studied and been trained to use statistical analysis to design

multi-faceted investment portfolios and adhere to disciplines

that help monitor and control risk. In addition, he has unique

experience working with non-profits and company 401(k)

plans. He was a two-time captain and student-athlete on

the football team at Drake University in Des Moines, Iowa.

As an active alum, he sits on the Drake University Chicago

Alumni Advisory Board and the Drake University SJMC

National Advisory Council.

W H A T M A K E S M C D O N N E L L W E A L T H M A N A G E M E N T D I F F E R E N T ?

WEALTH MANAGEMENT

A Disciplined, Objective & Educational Approach…Not a Sales Meeting

We are coaches and educators at heart.

It has been said that an educator’s role

is to help a pupil achieve something he

or she could not achieve on their own.

We use this same philosophy with our

clients. Both of the firm’s principals

have achieved master’s degrees in finance

and hold industry-leading professional

certifications in tax, investments and

planning, demonstrating competency and

commitment to our role as a fiduciary.

Fee-Based Integrated Wealth Management with Open Architecture

We provide a comprehensive and integrated

suite of services in a fee-only environment.

Our expertise and competency reaches

far beyond investments, to include tax,

estate, retirement and risk management.

One hundred percent of our compensation

comes from our clients, which is the only

true way clients can be assured that when

we make a recommendation, we do so

solely because it is in their best interest.

As a result of our independence, we

provide clients institutional-level access

to an open architecture investment and

research platform, so that we may select

the very best and most cost effective

investment solutions in the marketplace.

An Academic Approach to Investing, with an Active Ear to the Ground

We use concepts like Modern Portfolio

Theory, the efficient frontier, and mean-

variance framework. We utilize and apply

these tools because we have been trained

and educated on how they can potentially

minimize risk in a portfolio and thus

provide an opportunity for less

volatility. We also maintain an active ear

to the ground so we can best position

our clients for changes, challenges and

opportunities both in the global

marketplace and the ever-changing tax

and legislative environments.

We are among the few.

There are countless advisors in the marketplace who just manage investments. There is an equal group

that will only focus on financial planning. Then, there are a select few firms that deliver comprehensive

management of a client’s financial life, with demonstrated competency to provide expert advice ranging

from investments and planning, to tax, estate and risk management.

n Retirement and Education PlanningFeasibility Analysis

Simulations & Stress Testing

Income Replication Strategies

Required Minimum Distribution Planning

Pension & Social Security Maximization

Savings Vehicle Comparisons

n Estate PlanningRevocable Living & Irrevocable

Trust Analysis

Estate Tax Reduction/Elimination

Multi-Generational Wealth

Transfer Strategies

Business Succession Planning

Gifting Strategies

Philanthropic Planning

Incapacity Planning

n Tax Advisory & PlanningTax Liability Analysis

Tax Reduction Strategies

Retirement Plan Distribution Planning

Stock Option Analysis

Individual, Business & Estate

Tax Return Preparation

n Retirement/Employee Benefit PlansPlan Design & Servicing for Business Owners

Fiduciary & ERISA Guideline Advisory

Plan Investment Selection

& Participant Education

Defined Contribution

& Defined Benefit Plans

Qualified & Non-Qualified Plans

401(k), 403(b), 457, IRA, SEP, SIMPLE,

KEOUGH Plans

O U R S E R V I C E S

WEALTH MANAGEMENT

n Risk MitigationLife Insurance Analysis

Long Term Care Analysis

Disability Analysis

n Investment ManagementInvestment Policy Statement Administration

Individualized Asset Allocations

Institutional Asset Management

Non-Profit Endowment Management

Globally Diversified Portfolios

Ongoing Monitoring & Rebalancing

Open Architecture

Tax Efficient Investing

Concentrated Positions

We pride ourselves on being

life-long students and global

thinkers. That means we take an

academic, functional and real-

world approach to managing

money. We combine our Goals

Driven Wealth Management process

with the fundamentals of Modern

Portfolio Theory. Each client

receives a customized Investment

Policy Statement coupled with an

appropriate asset allocation that

frames how we professionally

manage the client’s assets. As

global markets, regulatory

environments, and our clients’ lives

evolve, we make tactical changes

to that strategic asset allocation to

ensure we stay the course outlined

in the client’s financial plan.

H O W W E M A N A G E M O N E Y

We invest deliberately, with a purposeThe days of calling your broker for a good stock tip are over. Your money, your changing needs, and the evolving global

marketplace demand more than that. We construct an investment portfolio where each piece, each component, is there for a

reason. Investments are vehicles to help you get from today to where you ideally would like to be in the future. As a result,

when we make recommendations and investment decisions for our clients, we do so deliberately, and with a purpose.

Globally balanced, well diversified portfolios reduce risk History has demonstrated that risk and return are related, and investors receive compensation in proportion to the risk they

take. Modern Portfolio Theory allows investors to reduce risk and may increase return through the use of globally balanced,

well diversified portfolios with exposure to various asset classes. Individual asset classes move in random, unpredictable

patterns and no asset class, size or style is always the best performer. Chasing performance leads to uncompensated risk

and volatility that cuts into portfolio growth. The globally balanced approach allows investors to “diversify away” the

uncompensated risk inherent in stand-alone assets and “smooth” performance.

It’s not about timing the market, but having time in the marketMarkets work. Speculation is futile. Rather than attempting to chase trends, instincts and emotions, we employ a long-term

investment discipline that is academically sound and best positions our clients to take an appropriate amount of risk

to achieve their goals.

O U R I N V E S T M E N T P R I N C I P L E S

WEALTH MANAGEMENT

Fi•du•cia•ry (n.), from Latin fiduciarius, meaning “holding in trust” and from

fides, meaning “faith”, an entity who has the power and obligation to act for

another under circumstances which require total trust, good faith and honesty.[fiduciary

I N D E P E N D E N T A N D O B J E C T I V E I N S I G H T , F R O M A T R U E F I D U C I A R Y

WEALTH MANAGEMENT

Our clients’ interests are our only interests.

A fiduciary owes a duty of loyalty to safeguard the interests of another,

and is by definition the highest level of responsibility and care.

At McDonnell Wealth Management, the role of fiduciary shapes our

culture and business structure, ensuring each decision we make represents

our clients’ best interests and needs. We do not accept any type

of compensation from third-parties, fund companies or broker-dealers.

Our independent, fee-based structure ensures our clients receive the

highest levels of transparency and objectivity.

McDonnell Wealth Management is committed to serving its clients in a fiduciary capacity,

combining its independence with unmatched competency and expertise to deliver elite

financial thinking. We take an integrated approach to wealth management, giving

consideration to how a client’s estate plan, tax situation, investments, risk exposure and life

goals all work together. This broader scope provides an opportunity for our clients to think

beyond financial statements. We provide thought-leadership in this process, mentoring clients

to make solid financial decisions consistent with their personal values and life goals. Clients

who adopt this holistic approach have an enriched understanding of each component’s role in

the big picture, and pursue their life-long vision with confidence and clarity - all with a trusted

partner at their side.

WEALTH MANAGEMENT

PO Box 432 n Oak Forest, IL 60452 n P. 708.925.9507 n F. 708.687.1199 n McDonnellWealthManagement.com