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Who We Are

Mark Weil, CFP® Photo

Mark Weil, CFP®

Founder & Wealth Advisor

Mark Weil, CFP®

Founder & Wealth Advisor

I’ve always been a curious person with an entrepreneurial spirit. I first learned about investing from my grandfather, Max Werth. When I was 10 years old, I remember him telling me about the stocks he owned and showing me how to read the stock tables in the Wall Street Journal. He explained the idea of dividends and how those were a part of his retirement plan. He fueled my desire to learn more about the financial markets.

My father, Richard Weil, a tax and estate planning attorney, has an incredible work ethic and desire for knowledge that has made a huge impact on me.  He brought planning discussions to our dinner table. He would share different tax and estate planning strategies that he was working on with his clients, and explained why they were important. I never realized I was actually paying attention, but as I got older I realized those dinner table lectures had sunk in.

During college, I spent a summer as a market reporter at the Chicago Mercantile Exchange (CME) and got hooked on trading and the markets. After graduating college, I went to work as a “runner” on the trading floor. I soon realized that I wanted to pursue a career in the markets, so I took my savings and bought a seat at the Mid-American Exchange at the age of 22. A year later I became a member of the CME and spent the next two decades trading and practicing risk management for my own accounts. I quickly learned that trading and investing required a disciplined approach. That disciplined approach allowed me to survive and thrive during calm and volatile markets, including the dot-com crash, 9/11, and the Great Recession, to name a few.

After hanging up my trading jacket, I re-examined my choices. By planning, preserving, and growing for my future, I was now able to decide what choices I wanted to make. I enrolled in the Financial Planning program at DePaul University and passed the CFP® exam. Prior to starting Werth Weil Wealth Management, I was a wealth advisor with another Registered Investment Advisor (RIA) in Deerfield, IL.

I live in Deerfield with my wife Meredith and our two daughters. We have a three year old Maltipoo named Madden. When I am out of the office I enjoy traveling and cooking with my family, playing golf, softball, and paddle ball. I serve on the board of the North Suburban YMCA.

Richard B. Weil, J.D., CPA Photo

Richard B. Weil, J.D., CPA

Strategic Consultant

Richard B. Weil, J.D., CPA

Strategic Consultant

Richard B. Weil obtained his law degree, cum laude, from the Northwestern University School of Law. As an undergraduate business major at Northwestern, his cousin made the recommendation to become a CPA.  Richard became a CPA shortly after his 21st birthday then immediately enrolled at Northwestern University School of Law.  

Richard’s parents were his biggest source of inspiration. His father, Robert, was a very hard working, diligent man. As a traveling salesman, he drove all over the Midwest selling carpeting. Robert’s set of values, based on discipline and hard work, instilled a strong work ethic in Richard, which trickled down to his son Mark.

After graduating law school, Richard joined the law firm of McDermott, Will & Emery in Chicago. Richard’s tax background not only made him an attractive fit for McDermott, it became the basis for him to open his own firm three years later, which is now Weil, Freiburg & Associates. Richard has been practicing estate and tax planning for over five decades.

Richard has served on The Chicago Bar Association committees on Federal Tax as well as the Trust Law section. He was also a member of the Chicago Estate Planning Council.  Richard has lectured on a variety of income tax and estate planning topics. 

Richard credits his specialized knowledge in tax and planning as extremely valuable in advising clients. As a trusted advisor, he understands the language of business, giving him a perspective on financial insights that is different than what most people have. Although Richard is not a member, he is a great resource for Werth Weil Wealth Management.

Harmony Glorioso Photo

Harmony Glorioso

Head of Client Services

Harmony Glorioso

Head of Client Services

I started my journey into the financial world at age 23 when I moved to New York City to work for BNP Paribas. I held numerous diverse roles in client services, trade support, and operations.

I loved working for a large institution, but I was intrigued when an opportunity arose to join a single-family office. I enjoy working closely with the client, and I quickly realized this was the environment I belonged in. The strong bonds I created over my 20 years working in the family office space are relationships that I cherish.

In 2020 I returned home to the suburbs of Chicago, so I could be closer to family and take the next step in my financial career.

I was introduced to Werth Weil Wealth Management in 2022 and quickly realized I wanted to be a part of a firm where I would want to be a client.

In my role as Head of Client Services, I work hand in hand with clients, operations, and advisors to help clients have the choices they want for themselves and their families. I provide clients with thoughtful and thorough care. Looking after clients' needs is an honor, and I feel grateful for the opportunity to work in a synergetic fashion with them.

When I am not working, I love being with my family, traveling, cooking, and doing home renovations. I have a beautiful daughter who keeps me busy and entertained, but most importantly, she keeps me young!

Our Vision

Our Vision is to have a collaborative environment that serves clients needs today and for the next 50 years. We act as a fiduciary to put our client’s needs first, because that is what we would expect if we were a client. It all starts with listening to you and building a customized solution for you, not something that is prepackaged. We approach wealth management with a holistic view that blends financial planning and investment management to create a powerful combination that complements each other.

Each of our clients has worked hard to get to where they are today. It’s our responsibility to simplify their lives, give them choices, and plan, protect, and grow their wealth. We educate our client’s about the tools that are available to keep more wealth in their own pockets. We collaborate with their other trusted advisors, who are experts in their respective fields to help provide better outcomes.