Kubiak Wealth Management knows that your financial situation will continue to change as your individual and family circumstances change. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community. We believe success is best measured not just by your financial health, but by how confident you are about your financial future. You can feel confident that we will offer investment guidance and support that’s tailored to your specific situation.
Alex Kubiak, CPA
Co-Founder / Wealth Advisor
Alex is the Co-Founder of Kubiak Wealth Management. As a Wealth Advisor, something very important to Alex is being close to his clients and growing the relationship. Alex takes a very personalized approach, getting to know his clients on an individual basis to understand their needs and work closely with them to pursue their goals. Alex prides himself on always being there and will always provide a timely response for his client’s future needs.
In his spare time, Alex enjoys spending time with his girlfriend Lauren, golfing, ice hockey, and exploring new restaurants in downtown Chicago.
Glenn Kubiak, CPA
Co-Founder / Wealth Advisor
Glenn is the Co-Founder of Kubiak Wealth Management. As a Wealth Advisor, Glenn draws on his comprehensive knowledge of complex tax and wealth management planning situations to deliver the best possible plan to his current and prospective clients. Glenn has over 35 years of industry experience having dealt with nearly every individual tax and financial investment question his clients bring to him.
In his spare time, Glenn enjoys traveling to the Caribbean with his wife, Gail. When he’s not soaking up the sun, Glenn likes to follow his middle son’s professional hockey career journey.
Jeff Kubiak, CPA
Wealth Advisor
Jeff joins our team after finishing a 7-year professional hockey career.
As a wealth advisor, Jeff is focused on building long-term relationships with current and prospective clients to understand what matters most to them. Through ongoing communication and a commitment to understand each client’s evolving needs, Jeff strives to be a trusted partner - helping clients adjust on the fly and stay on track toward their financial goals.
In his spare time, Jeff enjoys playing hockey, golf, and spending time with his wife, Kate and daughter, Kennedy.
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.