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
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 ...
U.S.-Iran Agreement Sends Oil Tumbling, Stocks Rising
The Weekly Update Week of June 22nd, 2026 By Christopher T. Much, CFP®, AIF® Stocks rose over the shortened trading week as investors digested developments in the Middle East while the Fed ...
Peace Talks and Moonshot IPO Rescue the Week
The Weekly Update Week of June 15th, 2026 By Christopher T. Much, CFP®, AIF® Stocks moved higher last week as inflation jitters gave way to investor enthusiasm over Middle East diplomatic efforts ...
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.
