GaryW-About

Gary Waitzman JD / CPA /
Financial Advisor

Founder of Gary R. Waitzman Strategies, LLC in Lincolnshire, IL

I am the founding principal of Gary R. Waitzman Strategies, LLC in Lincolnshire, Illinois. My firm focuses on asset protection and risk reduction.

Experience

  • 1 year as Founding Principal of Gary R Waitzman Strategies LLC, with a focus on Wealth Management, Estate Planning, Asset Protection, Philanthropy, and Legacy Planning
  • 12 years as Founding Principal of Law Offices of Gary R Waitzman LLC
  • 19 years as Managing Partner of a 40 attorney law firm
  • 10 years practicing Accounting as a CPA at a regional public accounting firm

Educator

  • Conducts numerous local estate planning seminars
  • Conducts numerous tax planning seminars
  • Instructor at monthly continuing education classes for Financial Advisors and Insurance Agents

Memberships / Publications

  • Former President and Director of Village of Wheeling Chamber of Commerce
  • National Academy of Elder Law Attorneys (NAELA)
  • Northwest Suburban Estate Planning Council
  • Wealth Counsel  (a national network of Estate Planning Attorneys)
  • American Association of Attorney-Certified Public Accountants (AAA-CPA)
  • Illinois State Bar Association
  • The American Bar Association
  • The Northwest Suburban Bar Association
  • Illinois State Certified Public Accountants
  • American Institute of Certified Public Accountants
  • MPS Organization
  • Co-Author of Remarkable Retirement Volume 3

Education / Certifications

  • Financial Advisor
  • JD from John Marshall Law School
  • CPA certification
  • Accounting Degree from University of Illinois

My job is to assist those nearing retirement or already retired to achieve their financial goals whilst having adequate protection along the way. I do this by tailor making financial solutions to suit my clients’ individual situations, with the goal of achieving and maintaining enjoyable and financially secure retirements. By protecting portions of my clients’ funds from market risk, and also making sure there are funds in the right places for their specific purposes and goals , I can make a real difference to their families’ futures.

Gary Waitzman

Focus Areas

Why Gary Waitzman?

How I Work For You

I work for people like you, folks who have too much of their portfolios subject to greater risks, higher fees and the potential for lower returns than they should.

Who I Am

I am the founding principal of GRW Strategies, LLC, located in Lincolnshire, Illinois.

How to Work With Me

Whether you’re just starting out on a new career path, already retired, or in between, you deserve access to the best professional advice available.

Work with professionals to achieve your retirement goals!

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