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.

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Antonio (Tony) Lugo III, MBA, CRPC®
Managing Director
Chartered Retirement Planning Counselor℠

With over 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 is simply to bring clarity and confidence so you can properly plan to achieve your wants and dreams.

More about Antonio:
LinkedIn Profile
SEC Regulated Fiduciary 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

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Dave  College Planning Specialist

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Joe
Medicare Planning Specialist

Estate and
Generational 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.

Schedule a Meeting

Or give us a call at 312.893.5466