Jonah Weiss, Wealth Advisor at Reliance Capital Markets (RCM), covers responsibilities for the Wealth Management and Corporate Benefits division. Jonah brings 13 years of experience in the Financial Services industry, most recently with Merrill Lynch. Through his experience, Jonah has developed expertise in consultative wealth management solutions, alternative investments, Estate, Long Term Care, and insurance planning.
Previous Experience and Education
Jonah graduated in 2003 from Ball State University, Bachelor of Science, Advertising and Marketing. Jonah is heavily involved with the Chicago Leaders Council – Special Olympics Illinois, since 2013. Jonah and his wife Heidi are residents of the West Loop neighborhood. They enjoy being involved in the community, rooting on the Bulls and Blackhawks, and frequenting the amazing restaurants a short walk away.
Specific Work Responsibilities
Jonah leverages RCM’s multi-family office approach to construct each client’s wealth plan based on specific goals, risk tolerance, time frame, income and retirement lifestyle needs.
We actively monitor the process going forward, conduct client reviews, and when needed, coordinate with clients outside advisors, accountants, and legal counsel.
Our consultative approach is focused on what matters – client goals are achieved, for them and their family.
Through RCM’s Corporate Benefits division, Jonah aligns with industry specialist to offer qualified plan solutions, 401(k) & 403(b), along with Health Insurance platforms.