The Conversation Begins With You.
Nothing is more important than your money, and no one should ever feel like they have to manage it alone. We are a Chicago-based wealth management, investment management and financial planning firm with tax and insurance services that helps you on your financial journey.
This Is What We Do.
We are a Chicago-based financial advisory and planning boutique that walks the walk by talking the talk, individually, with every client who comes through our doors. We focus on wealth management, investment management, financial planning, tax planning and insurance services.
Webinar: What a Smart Estate Plan Can Do for You and Your Family
Estate planning isn’t just about preparing for the future—it’s about protecting what matters most today. In this educational webinar, estate planning attorneys Jennifer Esposito, JD, and Brandon Akers, JD, of Trostin, Kantor & Esposito LLC joined host Jonathon Much, ChFC®, AIF®, COO of CTS Financial Group, to discuss the essential components of a comprehensive estate plan, including trusts, common planning pitfalls, and why your estate documents should evolve as your life and financial circumstances change.
The System2 Podcast: Jonathon Much
Matei Zatreanu is the Founder and CEO of System2, a consulting firm that helps investors integrate data science into their approach by providing data sourcing, data engineering, and data analysis as a service. He hosts a podcast where he talks to financial services professionals, data service providers and investors about their worlds.
In this episode of the System 2 Podcast, Jonathon Much, COO of CTS Financial Group, shares his journey from a childhood in Chicago to becoming a financial advisor.
Conversation. Teamwork. Solutions.
Recent Blog Posts
Markets Close Quarter Strong, Shrug Off Weak Jobs Report
The Weekly Update Week of July 13th, 2026 By Christopher T. Much, CFP®, AIF® Stocks largely advanced over a V-shaped week as the AI trade, led by chip stocks, pushed the S&P ...
Markets Close Quarter Strong, Shrug Off Weak Jobs Report
The Weekly Update Week of July 6th, 2026 By Christopher T. Much, CFP®, AIF® Markets notched a solid gain over a shortened trading week as investors cheered ongoing diplomatic efforts in the ...
Tech Steps Back. Banks, Healthcare, and Industrials Step Forward
The Weekly Update Week of June 29th, 2026 By Christopher T. Much, CFP®, AIF® Stocks ended mixed as falling oil prices helped lift the Dow Industrials, while concerns about AI valuation put ...
The CTS Resource Center
While we collectively focus on your financial health, we also recognize you might want to do your own research from time to time. That’s more than ok with us, and why we’ve created a resource center so we can share educational content to guide you throughout the year, and around your goals.
