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Kate Baldwin Leipprandt, CFP®, ChFC, CLU, AEP

Financial strategies that adapt to your evolving life

The right financial guidance can do more than help you achieve the goals you have today. It can open up a world of possibilities and guide you toward your most fulfilling future.

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Optimizing and protecting financial lives...<br/>

Optimizing and protecting financial lives...

Kate Baldwin Leipprandt, CFP®, ChFC, CLU, AEP focuses on helping clients build...protect... enjoy and pass on their financial resources.

Kate's 30 years in the financial services industry full of diverse economic challenges gives her the experience & background necessary to effectively assist clients with their financial goals.

Whether your goals include buying that first home, funding for college or a trip around the world, working toward a comfortable retirement, generating more income from your investments, or endowing to help others, our team can help.

Kate's specialty is in making difficult financial topics and products easy to understand. She is action-oriented and makes it easier for clients to implement their carefully-planned financial decisions.

Kate and her associates operate out of her Arlington Heights, Illinois office, and are associated with the Deerfield, Illinois offices of Equitable Advisors.

Elizabeth Grady joined the firm in 2014 and as an Economics major graduate from DePauw University has hit the firm running!  She is fully licensed in securities (#7 & #66) and for insurance and annuities.  She adds the extra talent to a firm that only a millennial can add; technology savvy, holistic thinking and new methods and energy!  The firm has grown nicely since her addition.  We will continue to grow to aspire to best take care of our clients and their families into the future.

Our services

Whether you run a business, have a family, or just need wealth management guidance for yourself, we can provide financial strategies that can adapt to your changing needs and the evolving life you live.

Financial planning

Financial
planning1

Asset management

Wealth
management

Estate planning strategies

Estate planning
strategies

Risk Management

Risk
management

Why work with a financial professional

We understand that financial guidance is about more than just money. It’s about appreciating who you are and what you want in life. Then working with you to design a comprehensive, personalized financial strategy that fits your goals today and your vision of tomorrow. It’s about helping you build a fulfilling future, your way.

Client Centered

We are here for you

  • To understand your situation – The most important work we do is getting to know who you are.
  • To respect your assets – We listen, learn, and build on your existing assets – respecting the choices you’ve already made.
Client Centered

We work alongside you

  • To educate you on your options – When you have questions, we’ll be ready with answers and the options to help you achieve your goals and objectives.
  • To provide clear recommendations and financial strategies – With insight and clarity, we guide you as you make some of your own life’s most important decisions.
Client Centered

We evolve with you

  • To track your progress – We help you understand financial performance and, more specifically, progress toward the goals you’ve communicated to us.
  • To stay in touch – With products and services designed for you at every stage of life, we help you secure your well-being, so you can live the life that’s most meaningful to you.

Choosing the right financial professional for your wealth management needs

We understand how difficult it can be to plan for the future. That’s why you and your family will never feel like you are walking this path alone. Instead, we want to work with you, in a true collaboration, so your vision is combined with our experience in helping people systematically reach their goals.

The right financial strategy can make all the difference

We are a full-service wealth management firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners and are dedicated to helping you identify your goals and make sound decisions to help you successfully reach them.

Meet our team

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1Fee-based, and non-fee based financial planning is offered by financial professionals who are investment advisor representatives of Equitable Advisors, LLC, a SEC-registered investment advisor.