Meet the professionals who can help you Pursue Your Goals


We help individuals and families pursue their ideal retirements.

Meet The Team

The team behind Smart Wealth Strategies is made up of qualified professionals passionate to help you in planning your life's goals.

tony

Antonio (Tony) Lugo III, MBA
President and Managing Director

After 20 years in the financial services industry, Antonio discovered that traditional financial planning doesn't work.  The reality is that things will change.  But is your plan prepared for it?  My role as a coach and mentor is simply to make you smarter in making informed decisions so you can have peace of mind in enjoying life's journey.  Our perspective comes from the fact that we see our clients as part of our extended family.

More about Antonio:
LinkedIn Profile
SEC Investment Advisor Public Disclosure
Lecturer, Adult Continuing Education Program, City Colleges of Chicago

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Mark DiOrio, CFA®
Chief Investment Specialist
Brookstone Capital Management

Joe Gallego
Medicare Planning Specialist

JackS

  Jack Jchacht
College Planning Specialist

Ready to Take The Next Step?


For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

Or give us a call at 312.893.5466

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