Wealth solutions

Wealth Planning

Aligning your ambitions with our expertise to build a lasting financial legacy.

A proven wealth platform

Managing complex wealth with clarity

Your wealth holds vast potential, and your vision gives it purpose. We turn that vision into a comprehensive wealth strategy to guide your wealth with discipline and bring your ambitions to life — for you, your family and your community.

Our Philosophy

Wealth plans that start with you

The core principles of our approach to wealth planning

Become more than advisors. Provide the kind of unwavering  support that makes us a trusted extension of the family.
Anchor every plan in what matters most — our clients’ goals, values and vision for the future.
Tailor every plan to our clients’ unique circumstances, priorities and ambitions.
Build plans around what clients need, not what we have to offer.
Simplify complexity by coordinating seamlessly with lawyers, accountants and other professional advisors.
Proactively adapt strategies as lives evolve and circumstances change.

Wealth Planning Offering

Comprehensive wealth planning capabilities

Bringing clarity to the complexity of your wealth.

Estate planning

Gain peace of mind with a clear estate plan. We help build proactive, intentional and comprehensive estate plans designed to protect you, your family and your legacy.

Financial planning

Build a financial roadmap to your goals. We use sophisticated modeling software to evaluate risk and opportunity, giving you confidence that your financial ambitions are achievable.

Retirement planning

Make your golden years shine. From ensuring retirement cashflow to strategic tax planning, we help you find purpose in retirement — and fund it.

Wealth transfer

Pass your wealth on with purpose. From trusts and estates to gifts and insurance, there are many ways to transfer what you’ve built. We help you find the most effective and tax-efficient way.

Wealth preservation

Protect your wealth today and tomorrow. We help you safeguard your assets, manage risk and endure uncertainty, so what you’ve built becomes a legacy.

Philanthropy and charitable giving

Define a legacy beyond wealth. We help translate your family values into purposeful giving that’s impactful, enduring and tax efficient.

Our tailored wealth planning process

Bespoke plans built around you.

Create a clear, consolidated view of your assets and liabilities.
Get to know your family circumstances and priorities.
Evaluate your existing plans against current objectives.
Define your ambitions across legacy, community and philanthropy.
Discuss preliminary planning options.
Collaborate with trusted advisors to implement your plan.
Reevaluate and adapt as life evolves and circumstances change.

Team spotlight

Emotionally invested. Committed to you.

Moving your wealth plan from where it is today to where you want it to be tomorrow.

Theresa Marx

Managing Director•Head of Wealth Strategies & Senior Wealth Strategist

Chicago, IL

Daniel Blaustein

Senior Vice President•Director of Financial Planning & Senior Financial Planning Strategist

Atlanta, GA

Insights and perspectives

Financial Forum

Navigating new wealth with confidence

Building wealth today doesn’t always look traditional. Maybe your net worth is made up of stock options and other equity compensation, real estate or other future financial windfalls. That kind of opportunity can be exciting—but it also comes with real decisions around risk, liquidity, taxes, and what comes next.

Wealth planning

Year-end tax planning checklist for 2026

Year-end tax planning should be part of everyone's financial routine. This checklist serves as a starting point to think about items that are important to consider every year. We encourage you to speak with your CIBC Private Wealth advisor and outside tax advisors to help ensure that you are taking full advantage of all year-end tax savings opportunities.

Wealth planning

Is equity part of your compensation? Five essential things to know.

Equity compensation can offer meaningful opportunities to build long-term wealth, but it also comes with important tax and planning considerations. Understanding how these incentives fit into your broader financial picture can help you make more informed decisions and use them more strategically.

Women's Circle

Good Dirt

Author Charmaine Wilkerson discusses "Good Dirt," a sweeping story in which a family heirloom becomes a vessel for history, identity, grief, and renewal. Then, CIBC's Linda Beerman, Head of Wealth Strategies, shares insights into the practical and emotional intricacies of preserving and passing on tangible personal property.

All insights

Let’s connect

It’s your wealth.
Together, we’ll make it your legacy.

Connect with an advisor