About Company

Smart Wealth Strategies is a Chicago-based fiduciary financial planning firm led by Antonio (Tony) Lugo, CFP®, MBA, that helps clients design a life of meaning through independent, holistic financial advice. Smart Wealth Strategies provides modern and comprehensive financial planning services including investment management and retirement planning, Medicare and Social Security benefit planning, and insurance planning, with an emphasis on clear, timely communication and ongoing monitoring of clients’ financial health. Smart Wealth Strategies operates independently (investment advisory services are offered through Brookstone Capital Management, LLC) and positions itself as a coach-style partner focused on reducing anxiety, creating clarity, and acting in clients’ best interests.

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