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
Stocks Rally After Fed Hold
The Weekly Update Week of August 3rd, 2026 By Christopher T. Much, CFP®, AIF® Stocks pushed through another volatile summer week as diverging Q2 corporate reports and the Fed's rate decision whipsawed ...
Earnings Season Arrives; Investors Take a Breath
The Weekly Update Week of July 27th, 2026 By Christopher T. Much, CFP®, AIF® Stocks ended last week down as Q2 corporate results, Middle East developments, and the chips trade took investors ...
Inflation Retreats; Chips Stumble
The Weekly Update Week of July 20th, 2026 By Christopher T. Much, CFP®, AIF® Stocks fell last week as the chip-stock trade entered a selloff phase, despite upbeat news on inflation. The ...
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.
