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Phil Smolinski

Wealth Advisor

Since 2006, Phil has helped clients develop tailored financial plans addressing their unique goals. In addition to stocks and bonds and disciplined investment management, plans are able to address a range of topics. By collaborating with clients’ other advisors including tax and legal specialists, advanced planning topics such as proper tax & estate planning and gifting strategies can be integrated with diversified investment portfolios to maximize wealth generation.

Prior to joining Fairhaven, Phil was a Financial Consultant for more than a decade with one of the country’s largest investment firms. Prior to joining the financial services industry, he was a teacher of history and economics. While no longer in a classroom, his commitment to education remains strong with a focus on advancing financial literacy. He loves talking financial planning and investments with his own kids and the kids of his clients.

Phil earned his Bachelor of Arts in Social Science from Benedictine University. He and his wife live in LaGrange, Illinois with their two sons. Enjoying a wide range of live music and being a rabid fan of the Chicago White Sox are some of the ways Phil spends his time.

Contact Info
Office

“Great culture = Great client experience”

(630) 990-9000

104 E. Roosevelt Road

Suite 100

Wheaton

Illinois

60187

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Advisory services offered through Fairhaven Wealth Management, LLC, an SEC registered Investment Advisor. Registration with the SEC does not imply a certain level of skill or expertise. Additional information about Fairhaven Wealth Management, LLC is available in its current disclosure documents, Form ADV, Form ADV Part 2A Brochure, and Client Relationship Summary report which are accessible online via the SEC’s investment Adviser Public Disclosure (IAPD) database at www.adviserinfo.sec.gov, using SEC # 801-80596. No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Nothing on this website constitutes investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information.

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