Phone: 800-888-5164 ext: 225
Investment Adviser Representative
Craig McWilliams joins FourStar to continue a broad, thirty-plus year career encompassing turning around a medical supply company, business strategy, financial planning, wealth protection, statistical analysis, software engineering, and algorithmic trading. With over ten years of financial industry experience and a background as a CEO who founded and led a supply chain quality assurance company with over 400 customers in 30 locations, Craig is focused on providing comprehensive wealth planning services for families, individual investors, and business clients.
Craig is a wealth manager focused on integrating relative-strength methodology and alternative investment strategies, while combining options-hedged, leveraged dividend funds to balance risk and reward, when needed. For income property owners, Craig partners with FourStar specialists in Delaware Statutory Trusts and Opportunity Zone Funds to defer capital gains taxes, including those in 1031 exchanges and venture exits.
Life and health insurance licensed, Craig also assists individuals and companies develop permanent insurance strategies to attract and retain top talent and estate planning.
Listening closely to clients, Craig will explain and educate to help his clients navigate their financial pathway. He lives in Chicago with his wife Cindy and enjoys jazz music, college football with the halftime marching band performances, and cycling and swimming along the beautiful Chicago’s Lake Michigan beaches.