Graham Craig has been advising clients in the financial services industry since 2010, specializing in the complex needs of high-net-worth individuals and families. His expertise spans retirement income planning, risk and liability management, and advanced investment analysis — all designed to preserve, grow, and transition wealth with clarity and precision.
Before entering the financial industry, Graham built a 22-year career in sales, management, and business ownership, including founding, leading, and ultimately selling a successful litigation support company in Chicago. This entrepreneurial background gives him a unique understanding of the challenges faced by business owners and affluent families — allowing him to deliver thoughtful, experience-driven strategies that align wealth with purpose and long-term vision.