Our Firm

Collaborative, Family-First Guidance

As your financial picture changes, so do the decisions—taxes, investments, business income, and long-term planning—and since 1968, our firm, first as Jonker & Associates and now as Capital Wealth Management, has helped clients navigate it all. As an independent wealth management and tax and accounting firm serving Chicagoland and across the U.S., we bring every part of your financial life into one clear, coordinated picture.

Find More Opportunities With Integrated Planning And Strategies

Most financial stress doesn’t come from making bad decisions—it comes from wondering whether something was missed. A tax decision can affect your investments. A lifestyle change can create consequences you didn’t anticipate. When these areas are handled separately, uncertainty creeps in. We integrate tax and wealth planning so decisions are made with full visibility, not guesswork.

You Deserve Support From A Multi-Generational Team & Perspective

Careers change. Families grow. Priorities shift. We work with clients across generations, often supporting parents, children, and business owners within the same family. This continuity allows us to stay grounded in your bigger picture, understand where you’ve been, and anticipate what may come next—so transitions feel smoother and decisions don’t feel rushed.

When Financial Guidance Evolves With You, It’s Easier To Stay Present And Live Fully

If you’re looking for guidance that brings clarity to complexity and helps you feel confident that your financial picture is in good hands, we’d welcome the opportunity to connect.

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Our Core Values

Integrated Tax & Wealth Solutions

Clients shouldn’t have to piece together advice from various professionals. We bring tax and wealth together to help them avoid being blindsided by surprises and make smarter decisions.

Build Trust Across Generations

Our collaborative, multi-generational team builds relationships that span generations. The best partnerships are built on a foundation that goes beyond the portfolio.

Bring Every Goal Into Focus

The pieces of your financial world interlock and work together. We bring that complete picture into focus so you can see exactly where you stand and gain a clear path forward.

Embrace Creative Solutions

We combine time-tested tools with fresh thinking to solve complex financial puzzles. We want our clients to sleep well, knowing we’ve embraced their opportunities and challenges as our own.

We Ensure Team-Based Support Is There When It Matters

When questions come up or decisions need to be made, timing and responsiveness matter. Our team-based approach means you’re working with people who know your situation and understand the context behind your decisions. Conversations are collaborative and communication is clear. That reliability is what allows you to step back, knowing things are being handled.

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Understand Your Risk Tolerance Before Markets Test It

Before making investment decisions, it helps to understand how much risk you’re actually comfortable taking—and how your portfolio may behave in different market conditions. Nitrogen allows us to have a clear, informed conversation about risk, expectations, and potential outcomes, so decisions feel intentional rather than reactive.

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A Clear, Coordinated Way Forward

See how we bring tax, wealth, and planning decisions together—so nothing is missed and you don’t have to manage it all yourself.

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Guidance That Fits Where You Are in Life

From building wealth to enjoying it, we support individuals, families, and business owners as their needs and priorities evolve.

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Clarity for Your Personal Financial Life

Planning and investment guidance designed to help you make confident decisions as your wealth and responsibilities grow.

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