Meet Toward Wealth - Tamara Wiley
Toward Wealth is a financial planning and wealth management practice located in the far western suburbs of Chicago. At Toward Wealth, we build plans around what matters most to you. Whether you’re navigating life transitions (like retirement, career change, divorce, or loss of a spouse/partner) or just starting out, we’ll create a clear, personalized road map to help you move confidently and intentionally toward your wealth. Throughout Tamara's 30 year plus career, she has served investors like yourself through all life stages. She works with singles, couples, business owners, families, and especially loves working with women!
When Tamara began her career in the early 1990s, promises like pensions were the norm. Today, they’re rare. That’s why she believes in building customized, comprehensive plans that will help create your own version of financial security while aligning with your dreams. She is motivated to find innovative ways to help you with strategies tailored to your personal situation.
Working with a Fiduciary
You deserve advice that is always in your best interest, not just suitable. We’ll explain how we’re compensated, how products are selected, and how every decision connects
back to your unique vision.
The Realtor Analogy
Suitable: A buyer says "I want a 4-bedroom house." The agent shows 4-bedroom houses.
Best Interest: Instead, the agent asks:
- Who's living there now - and in five years?
- Work-from-home needs?
- School district versus commute?
- Maintenance tolerance?
- Budget stress?
The result might be a 3-bedroom home with a finished basement that actually fits their life better.
Suitability is about giving an acceptable solution. Acting in your best interest means slowing down, asking better questions, and recommending what actually fits your life, not what technically works.
Tamara was born and raised in Illinois. She attained her undergraduate degree in Finance from Northern Illinois University and MBA from DePaul University. She also obtained her Certified Financial Planning certification in 2009. Prior to joining Cetera Wealth Services in 2022, she has been employed with some of the most respected financial institutions in the nation including The Northern Trust Company, Calamos Investments and Edward Jones.
On a personal note, Tamara has been married to Scott since 1997. They have two pretty-much grown children and a two furry dog kids, Jilly and Dustin. In her free time, she loves to plan trips to familiar and new places as well as dinner reservations for the same. She commits to a regular CrossFit exercise schedule and loves to be outside. The sun is a powerful motivator for her.