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A well-managed portfolio isn't the same as a well-managed financial life.

You can make sound investment decisions and still overlook what matters beyond your portfolio.

Let's Look at the Bigger Picture

The Bigger Picture

The bigger your financial picture, the more the details matter.

How much you earn on your investments is important. So is what you keep after taxes, how you generate income in retirement, and whether your financial decisions continue to make sense as your life changes.

That's where thoughtful financial planning can make a meaningful difference.

MEET MIRJANA

Experience matters.

So does how you use it.

I'm Mirjana Kljajić, founder of MGK Wealth.

After more than 20 years in financial services, I've learned that some of the most important financial decisions can't be made by looking at an investment portfolio alone.

A decision that makes sense from an investment standpoint may have consequences for taxes, retirement income, or the wealth you eventually leave behind. My role is to help clients see those connections, understand their options, and make informed decisions with the bigger picture in mind.

I founded MGK Wealth to bring that level of attention and coordination to the people and families I serve.

Mirjana Kljajić, CRC®, AIF®, BFA™
Founder & CEO | MGK Wealth

Learn more about Mirjana →

Experience & Professional Credentials

20+

Years in Financial Services

CRC®

Certified Retirement Counselor

AIF®

Accredited Investment Fiduciary

BFA™

Behavioral Financial Advisor

Who We Work With

Different financial lives. Different decisions.

Whether you're building wealth, preparing for retirement, or making decisions about your business, the advice should reflect your circumstances.

01

Professionals & Families

Managing growing wealth and increasingly complex financial decisions.

02

Approaching & Living in Retirement

Turning accumulated assets into a coordinated retirement income strategy.

03

Business Owners

Balancing personal wealth, business planning, and workplace retirement plans.

04

Navigating Major Life Changes

Making important financial decisions during career changes, divorce, inheritance, or other transitions.

Comprehensive Wealth Management

Four areas of your financial life. One bigger picture.

The decisions that shape your financial future deserve more than isolated recommendations.

Investment Management

Investment Management

Building and managing portfolios around your goals, income needs, time horizon, and the risks you can afford to take.

Retirement & Income Planning

Retirement & Income Planning

Knowing when you can retire, where your income will come from, and how to make your resources last.

Tax-Aware Financial Strategies

Tax-Aware Financial Strategies

Considering the tax implications of investment decisions, withdrawals, Roth conversions, and other important planning choices.

Estate & Wealth Protection Planning

Estate & Wealth Protection Planning

Addressing beneficiaries, insurance needs, and legacy goals while coordinating with your legal and tax professionals.

The MGK Difference

Financial advice should do more than answer today's questions.

It should help you recognize the decisions, tradeoffs, and risks that might otherwise go unnoticed.

01 / Look Beyond the ObviousA good answer to the wrong question can still lead to a poor decision.

Before recommending a strategy, we look at what you're trying to accomplish, what could change, and how today's decision may affect the rest of your financial life.

02 / Plan for Real LifeLife rarely follows the assumptions in a financial projection.

Careers change. Families need help. Markets decline. Priorities evolve. We consider the unexpected, not just the ideal scenario, when developing your financial strategy.

03 / Keep the Plan RelevantA financial plan shouldn't become outdated the moment it's finished.

As your circumstances change, we revisit the decisions that matter, evaluate new opportunities and risks, and make adjustments when appropriate.

Explore the MGK WealthPath™

MGK Wealth Insights

Financial Decisions Worth Thinking About

Practical insights on investing, retirement, taxes, and the financial decisions that shape your future.

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Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

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Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

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Investing for Impact

Learn how to build a socially conscious investment portfolio and invest in your beliefs.

Frequently Asked Questions

A few things you may be wondering.

What does a financial advisor at MGK Wealth help with?

MGK Wealth provides investment management and comprehensive financial planning for individuals and families. Our services include retirement income planning, tax-aware financial strategies, risk and insurance planning, and estate planning coordination. We help clients understand how these financial decisions connect and work toward their broader goals.

How much does it cost to work with MGK Wealth?

MGK Wealth offers investment advisory relationships with fees based on assets under management. Comprehensive financial planning is included in these advisory relationships. Fees vary based on the amount of assets managed and the services provided. We'll explain the applicable fees, costs, and advisory arrangements before you decide whether to move forward.

Who does MGK Wealth typically work with?

MGK Wealth works with professionals, families, business owners, and people approaching or living in retirement. We also help clients navigate financial transitions such as career changes, divorce, and retirement. Founder Mirjana Kljajic brings more than 20 years of financial services experience to the firm's personalized approach. The right fit depends on your circumstances, goals, and the guidance you're looking for.

Can I work with MGK Wealth if I don't live in Chicago or Naples?

Yes. MGK Wealth offers virtual financial planning and investment advisory meetings with clients in states where registered. We have offices in Chicago, Illinois, and Naples, Florida, and serve clients throughout Chicagoland, Northwest Indiana, Southwest Florida, and other states where registered. You don't need to live near an office to explore working with us.

What happens during a Coffee with Magic introductory conversation?

Coffee with Magic is an introductory conversation with MGK Wealth. We'll discuss what's on your mind, the financial decisions you're facing, and what you're hoping to accomplish. You'll have an opportunity to ask questions about our services, approach, and fees. The purpose is to get acquainted and determine whether working together makes sense.

What to Expect

Getting started shouldn't be complicated.

A conversation is simply the beginning of understanding whether working together makes sense.

01

Let's Talk

We start with a conversation about what's on your mind, your financial priorities, and what you're hoping to accomplish.

02

Explore the Possibilities

If there's a potential fit, we'll discuss where thoughtful financial planning and investment guidance may be valuable.

03

Decide What Comes Next

You'll have an opportunity to consider whether moving forward with MGK Wealth is right for you.

A Conversation Is a Good Place to Start

What could thoughtful financial planning make possible for you?

You don't need to have every question figured out before we talk. Whether you're approaching retirement, navigating a financial decision, or simply wondering if there's a better way to manage your wealth, I'd welcome the opportunity to learn what's on your mind.

Coffee with Magic

An introductory conversation with Mirjana Kljajić

Financial Planning & Investment Management

Financial Planning for a Life Worth Living®

MGK Wealth is a financial advisory firm providing comprehensive financial planning, investment management, retirement income planning, and tax-aware wealth strategies for individuals, families, and business owners.

With offices in Chicago, Illinois, and Naples, Florida, MGK Wealth serves clients throughout Chicagoland, Northwest Indiana, and Southwest Florida, as well as virtually in states where registered.