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Considerate Capital Wealth Management

Categories

Financial Planning

About Us

Considerate Capital is a fee-only, fiduciary investment advisory firm in Northbrook, Illinois. Founded by Joshua Mangoubi, CFA, the firm works with a small number of families thinking carefully about retirement: the income, the taxes, and the life the money is for. Services include retirement income planning, investment management, tax and Roth conversion planning, Social Security and Medicare planning, estate planning, business exit planning, and planning for surviving spouses, typically for families with $2M+ in investable assets. Considerate Capital, LLC is a registered investment adviser.