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We believe altruism is paramount for successful relationships and serving the best interests of our clients. It is our guiding principle and the cornerstone of our business model. We do this through uncompromising transparency in our processes, advice, and solutions to help deliver better outcomes, and certainty throughout our journey together. We celebrate each relationship, giving the level of attention and service each client deserves without exception.
Wealth Advisory is much more than investment strategies, risk profiles, and market returns. Xartis provides the path forward. Each client is important and unique in their journey, with unique goals, concerns, and limitations. We celebrate each relationship and give the level of attention and service each client deserves without exception.
We do this by providing transparent processes, advice, and clarity to help bring certainty throughout the journey. We believe this is crucial to building and maintaining trust, opening communication, and ultimately resulting in the best opportunity for the client to achieve their goals while enjoying a great experience along the way.
We specialize in listening. Listening to understand your business goals and objectives, while coupling that with a thorough and connective view of how risk can support your business aspirations. Through nurtured long-term collaborative relationships as your business evolves, we ensure the right risks are managed to achieve your business goals.
Expect fresh ideas and a sophisticated approach beyond the traditional insurance models you have come to know well. Where managing risk yields opportunities to seize control of your long-term insurance outlook, enhance your profit potential, and unlock the freedom to devote attention to what matters most; your business.
Annually, business owners and executive teams devote meaningful revenue to insure their companies and the wellbeing of their employees. Shouldn't you believe that is an investment worthy of a return?
Find guidance towards The Path Forward.
Jeffrey Cismoski | Founding Partner
Principal of Xartis Wealth
CERTIFIED FINANCIAL PLANNER™ AND CERTIFIED PRIVATE WEALTH ADVISOR™
RESPONSIBLE FOR ASSET MANAGEMENT AND ADVANCED FINANCIAL PLANNING
FAMILY BUSINESS OWNER; CLOSELY HELD BUSINESS PLANNING & TRANSACTION ADVISORY
EXPERIENCE IN THE FINANCIAL SERVICES INDUSTRY AT BOUTIQUE ADVISORY FIRM EVANSTON ADVISORS AND LARGE HIGH-END FIRM, CRESSET CAPITAL
MEMBER OF THE FINANCIAL PLANNING ASSOCIATION
MECHANICAL ENGINEERING DEGREE FROM MARQUETTE UNIVERSITY; SIX SIGMA BLACK BELT FROM GENERAL ELECTRIC; FINANCIAL SERVICES DESIGNATIONS FROM AMERICAN COLLEGE AND INVESTMENTS & WEALTH INSTITUTE
Joe Emerich | Founding Partner
Principal of Xartis Assurance
FOCUSED ON HELPING OWNERS OF CLOSELY HELD BUSINESSES AND THEIR EXECUTIVE TEAMS WITH COMMERCIAL RISK MANAGEMENT PROGRAMMING, INSURANCE REVIEW, AND PLACEMENT
EXPERIENCED IN THE INSURANCE BROKERAGE INDUSTRY AT THE LARGE FORTUNE 500 FIRM, ARTHUR J. GALLAGHER & CO., AND BOUTIQUE ADVISORY FIRM, J.KRUG & ASSOCIATES
RESPONSIBLE FOR RISK ASSURANCE ADVISORY FOR MIDDLE-MARKET CLIENTS, VAST DIVERSITY OF BUSINESSES
DEVELOPMENT AND GUIDANCE FOR TRADITIONAL PROPERTY AND CASUALTY THROUGH SOPHISTICATED COMMERCIAL GROUP CAPTIVES AND SELF INSURANCE MODELS
BACHELOR OF SCIENCE DEGREE FROM ILLINOIS STATE UNIVERSITY, STATE FARM COLLEGE OF BUSINESS; MIDWEST BUSINESS BROKERS & INTERMEDIARIES BOARD MEMBER; STONEBRIDGE COUNTRY CLUB DIRECTOR
Dominic Messina | Partner
Director of Operations
CLIENT RELATIONSHIP & SERVICE MANAGER FOR XARTIS
10+ YEARS OF EXPERIENCE IN FINANCIAL SERVICES AND OVER 17 YEARS OF EXPERIENCE IN CUSTOMER SERVICE AS A PERSONAL BANKER, PRIVATE CLIENT ADVISOR, CLIENT SERVICE REPRESENTATIVE AND PRIVATE INVESTMENT DESK MANAGER FOR LARGE FIRMS FROM J.P. MORGAN TO CRESSET ASSET MANAGEMENT
RESPONSIBLE FOR DAY-TO-DAY OPERATIONS, TRADING OPERATIONS AND CLIENT SERVICES
UNITED STATES ARMY VETERAN WHO SERVED OVER 8 YEARS STATESIDE AND 3 TOURS OF DUTY IN IRAQ AND AFGHANISTAN
MBA IN FINANCE FROM THE GRAHAM SCHOOL OF MANAGEMENT AT ST. XAVIER UNIVERSITY
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