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.
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
Powell Keeps Cool in the Hot Seat
The Weekly Update Week of January 19th, 2026 By Christopher T. Much, CFP®, AIF® Stocks ended last week with modest losses after a volatile five days of market-moving economic data, geopolitics, and ...
Santa Brings Joy for the DJIA
The Weekly Update Week of January 12th, 2026 By Christopher T. Much, CFP®, AIF® Stocks posted solid gains in an action-packed week of market-moving economic data, geopolitical news, and bullish new year ...
Santa Rally in Holding Pattern
The Weekly Update Week of January 5th, 2026 By Christopher T. Much, CFP®, AIF® Stocks trended lower last week amid signs of year-end profit-taking and some sour investor sentiment over the Fed ...
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.



