Grace Bossert

Wealth Advisor



Grace began her career in financial services after graduating from the University of Wisconsin-Madison with a degree in personal finance. Fueled by a deep-rooted passion for her clients’ financial well-being, Grace is committed to delivering high-caliber financial planning services. She strives to fully grasp a client’s unique goals and aspirations and to help empower them with the knowledge to make informed decisions for a financially secure future. Grace is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered SRI Counselor℠. She calls Chicago home, sharing life with her partner and their dog. In her free time, Grace enjoys traveling, being outdoors, and reading.


475 North Martingale Road
Suite 300
Schaumburg, Illinois 60173

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