CRESTPOINT WEALTH GROUP
Crestpoint Wealth Group provides personalized financial strategies for individuals and families across the Chicagoland area — helping you build, protect, and grow your wealth with confidence.
Affiliated with Lincoln Investment — serving clients since 1968.
“My goal is to help every client feel confident and in control of their financial future.”
Your interests always come first. As a CFP® professional, Shawn is held to the highest ethical and fiduciary standards in every recommendation.
57+ years of institutional strength behind your portfolio. Access institutional-grade research, tools, and investment options through a trusted national firm.
At Crestpoint, you're not a number. We limit our client roster so every family gets the deeply personalized service they deserve.
Meet Your Advisor
Founder & Financial Advisor — Crestpoint Wealth Group
Shawn founded Crestpoint Wealth Group on a simple belief: everyone deserves a financial plan — not just the wealthy. As a CERTIFIED FINANCIAL PLANNER™ professional and independent advisor affiliated with Lincoln Investment, Shawn combines institutional resources with the personal touch of a boutique firm.
With over two decades of experience, Shawn has guided hundreds of families through life's biggest financial decisions — from retirement and college planning to comprehensive wealth strategies. Based in Lombard, Illinois, he serves clients across the entire Chicagoland area in-person and virtually.
Our Services
Every financial journey is unique. Choose the service that fits where you are today, and let's build a path toward where you want to be.
Get a brief market update and a quick review of your account and portfolio allocation. Perfect for staying informed without a major time commitment.
Schedule a Review →Explore pre-tax and Roth options including 403(b), 457, Traditional IRA, and Roth IRA. Build a retirement strategy that gives you confidence.
Plan Your Retirement →Build, review, and track a comprehensive financial plan that covers every aspect of your financial life — from cash flow to estate planning.
Build Your Plan →Explore secondary education savings options tailored to your state. Start early and maximize your child's future without sacrificing your own.
Start Saving →Not sure where to start?
Schedule a Free ConsultationOur Approach
We start with a conversation. Shawn learns about your goals, concerns, timeline, and what keeps you up at night about your finances.
We conduct a thorough review of your current situation and build a personalized strategy aligned with your unique goals.
We put the plan into action together, making adjustments along the way as your life evolves and markets shift.
Regular check-ins ensure your plan stays on track. Shawn is always just a phone call away when you need guidance.
Why Crestpoint
As an independent firm affiliated with Lincoln Investment, Crestpoint Wealth Group isn't tied to proprietary products or quotas. Our recommendations are driven by one thing: what's right for you.
Client Stories
"Crestpoint made retirement planning feel simple and achievable. For the first time, I actually feel confident about my future."
"I was overwhelmed trying to save for my kids' college and my own retirement. Shawn helped me build a plan that covers both."
"What I appreciate most is the honesty. Crestpoint never pushed a product on me — just solid advice that's always in my best interest."
Get in Touch
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500 Waters Edge, Suite 150
Lombard, IL 60148
Office Hours:
Monday – Friday: 9:00 AM – 5:00 PM CT
