Service Guarantee

First Midwest Wealth Management1 is so confident that you will find our services to be an excellent value that we offer the following guarantee:

If you name First Midwest Wealth Management as your trustee, investment manager, or custodian, we guarantee that you will find our services to be an excellent value. If after using our services for one full year you are not satisfied, we will close your account without cost to you and will refund the full amount of any fees paid to us during the first year.

All that you need to do is notify us anytime during the sixty (60) day period beginning with the date the account has been opened one year. Since our investment strategies are long-term oriented, we cannot guarantee investment performance for any one year. However, we do guarantee that we will always do our best to serve your needs. 

Wealth Management Contact Us

Customer Care

Got questions? Get answers.

Call us at 800.322.3623.

  • Monday – Friday: 7am – 7pm
  • Saturday: 8am – 5pm
  • Sunday: 9am – 2pm

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