The Miramar Team
Serving the greater Northbrook, IL, area.
Talk to the team
Location
Northbrook, IL, 60062 (847) 291-7300
A team behind every plan
With more than 70 years of combined experience managing investment portfolios, the Miramar Team specializes in designing customized investment strategies focused on preserving and growing our clients’ hard-earned wealth. We believe in the power of dividend investing to provide stability and long-term growth, helping clients including individuals, foundations, and family offices, navigate market volatility while building resilient portfolios aligned with their financial goals. Each portfolio is thoughtfully constructed and actively managed based on the client’s unique circumstances, including risk tolerance, time horizon, tax considerations, liquidity needs, and other key factors.
The Miramar Team is dedicated to being a true partner to our clients, working closely with them to help achieve their goals. Through ongoing conversations, regular reviews, and proactive communication, our entire team is committed to delivering an exceptional client experience and the highest level of personalized service.
Meet Our Team
Every detail of your big picture
Beyond the six core areas of wealth management, we also offer specialized solutions including employee retirement account management, trust services, tax preparation, and business owner consulting. For businesses, we provide guidance for plan sponsors, plan participant education, and employee benefits programs.
Planning for retirement
Financial freedom in retirement is about creating a strategic plan for a viable, predictable, tax-efficient stream of income.
Investing with a plan-first mindset
We offer investment guidance designed to strike a balance between risk/return and align with your financial goals.
Preparing for the unexpected
Risk management is about being prepared. We can help verify that your current insurance policies fit your unique needs.
Managing my tax strategy
Every effective plan starts with an integrated tax strategy. Our team can help you manage your tax liabilities.
Building my legacy
Our team can build a plan that reflects your passions and provides for your loved ones, now and in the future.
Creating a financial plan
We will help you assess your situation, recognize and pursue opportunities, and craft a detailed financial plan.
Where we are
Our offices, one team
Primary office
Northbrook, IL
666 Dundee Rd Suite 502
Northbrook, IL 60062
The primary office is listed first, followed by the remaining offices alphabetically. The team serves clients from every office and meets virtually across the region.
Northbrook, IL
Northbrook, IL 60062
What working together looks like
Discover
A no-cost conversation about where you are, what you own, and what you want money to do for the people you love.
Plan
A written plan covering income, tax, estate, and insurance — reviewed by a planner, a tax professional, and a strategist before you see it.
Implement
We put the plan to work: portfolios built to your risk tolerance, accounts consolidated, beneficiaries and documents aligned.
Review
Scheduled reviews each year — and a team that picks up the phone when life changes between them.
Miramar Team Commentary
Newsroom and Resources
View AllMiramar Team Historical Media Apperances
Schwab Network: Max Wasserman Featured in “Max Wasserman Stays Long-Term Bullish on AI, Likes GOOGL, MSFT, AVGO”
Bloomberg: Max Wasserman Featured in “Traders Game Plan What 10-Year Yield at 5% Spells for US Stocks”
Schwab Network: Max Wasserman Featured in “Jobs Report and the Fed: Wasserman’s Policy Take”
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
Get your second opinion
Meet with us and get your complimentary, hand-crafted Wealth Blueprint to serve your financial goals.
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