Egéa Wealth Management - Evanston, Illinois

Wendy W.

My husband and I have trusted Alex Papadopoulos as our financial advisor since 2007. While no one can fully protect an investor from the oscillations of the markets, because of Alex's up-to-date knowledge of the markers that affect returns, and because he acts as a fiduciary who proactively protects investments against anticipated large market shifts, our investments have done quite well and we anticipate a comfortable (and early) retirement as a result, a step Alex is actively help us to plan.

In additional to his professional knowledge and attentiveness to helping investors grow their portfolios, Alex is a true pleasure to work with. He is responsive when we need to reach out, he will meet us wherever works best for us (home, restaurants, his office, etc.), and he is a genuinely pleasant person with an engaging sense of humor. We have recommended his services to a number of our friends and work colleagues.

It should also be noted that his assistant Karla is also fantastic to work with -- responsive and incredibly helpful with account instructions, contracts, and related investment paperwork.

Bottom line: we feel our investments are in excellent hands with Egéa Wealth Management.

Jeff A.

Alex has been my financial adviser for over twenty years now. I couldn't ask for anyone better. There has been a lot of ups and downs in the market over the years. When the markets were down and I got a little nervous all it took was a phone call to Alex and explained everything to me in a way I could understand it and why we should just stay the course. My wife and I just recently retired and I never believed I would have such a nice nest egg. We still meet with Alex and Karla and they are so friendly, easy to talk to and make you feel right at home.
Speaking of Karla I can not say enough good things. She goes out of her way to help with anything. My wife had an IRA she wanted to roll over from her previous job and it got to be quite involved. Karla patiently took care of everything for us and got it rolled over.

Thank you both so much,
Jeff and Annette

jeff B.

I’ve had a fantastic experience working with Alex and Karla from Egea Wealth. Their customer service is exceptional—they truly go above and beyond to make sure their clients feel supported and informed. Their expertise in investments is evident, and they take the time to explain strategies in a way that’s easy to understand. Highly recommend them for anyone looking to grow and manage their wealth with trusted professionals!

Diane H.

When our previous financial adviser retired, he recommended that we consider working with Alex and Karla from Egea Wealth. It’s the best gift that adviser ever gave us. From the start, Alex and Karla have provided us with professional services while learning about our particular needs and helping us to make good decisions to achieve our financial and life goals. Alex and Karla have been thoughtful about trying to understand and navigate us through decisions as our personal circumstances have changed. They both have great interpersonal skills; they not only do our business but ask about family and health and travel so that they have a well-rounded idea of us as people and not just clients. They know us well enough to help us when we face hard choices, and when we are concerned about new financial risks we might be facing. When we wanted to make a major life change and purchase property, they worked to help us find an appropriate and thoughtful lender. They are interested in working with us and our son to use our resources to benefit our family long term. They have crafted individualized plans for us based on our feedback about how we wanted to pursue opportunities. Always professional, they have given us confidence when we felt discomfort about changes in both personal and global financial circumstances. They are responsive and efficient about any transfers of funds and make it easy to understand things like tax withholding and RDA’s. They regularly discuss with us the balance of our portfolio and suggest any changes we might consider. We are confident that their investment decisions are well informed and based on the best knowledge and experience in this arena. We have been completely satisfied with our portfolio’s performance and are even more comfortable than we thought we would be in retirement. We consider ourselves lucky to be working with them as our financial advisers and recommend them highly.

Tom A.

As a former banker, I have worked with myriad investment advisors in my 30 year career. My relationship with Alex goes back over 20 years, working together at LaSalle Bank. In those brief couple of years that we worked together, he obviously made an impression on me, as he continues to be my advisor today. We have both moved on from our origins in branch banking, staying connected through the changes in our careers. Along the way, he has compiled various 401k's and other investments into my portfolio, enabling me to approach retirement with the confidence that I'm in good hands. A large part of that has been the seriously impressive returns that my accounts have yielded over these 20 years.

In addition to the investing expertise, though, the real key is service. Alex is extremely responsive with any questions that I've had. But if I was going to use a 3D printer to create an office manager to take care of my customers, the finished product would be Karla Hernandez. There is nothing I've asked her to help me with that wasn't completed accurately, timely and with a great attitude. She is one of the best, for sure.

If you're looking for a company that you can trust to do the right thing for you and your money, Egea Wealth Management is the right choice.

denise M.

Couldn’t be happier with my money management team. When I retired Alex took the time to review what I needed monthly and put together a spreadsheet to show how long my money will last etc.Tthey periodically review my portfolio and adjust in necessary. I would highly recommend.

Betye O.

I have worked with Alex and team for many years. They are fabulous. Theya re very professional and always outstanding customer service. They provide a personal touch that is not always available from other advisors.