WFA-PG-3357_Sub-Brand logos-Tryline.png

Planning Life With Purpose

The quality of your life doesn’t come down to just dollars and cents. The quality of your life depends on the quality of the planning that goes into managing your financial life.

At Tryline Private Wealth based in Arlington Heights, we aim to distinguish ourselves from other wealth managers in the Chicago region and around the country by empowering individuals, professionals and business owners — especially women and their families — to take care of their financial life through decisive foresight.

Build-Manage-Preserve-Transition chart

Our Mission

Simply put, we work with you and your loved ones to optimize your wealth across each of life’s distinct phases and stages.
couple on boat at sunset

How We Serve You

From a complete personalized approach, to planning with purpose, to understanding your goals, to creating financial independence, we know it’s possible to gain control over your own finances by working in holistic concert to help deliver optimal outcomes.


Holistic Wealth


Retirement Planning


Developing Retirement
Plans for Businesses


Solutions for Long-
Term Care Needs

In addition, we use a balanced approach regarding the four cornerstones of your wealth:

Process diagram
business people at conference table

How We're Different

We are your empowerment partner, and we believe education is the most valuable asset of all.

Lacking financial knowledge can lead to indecisiveness, or even worse, feeling fearful or overwhelmed about their financial well-being.

Our Managing Partner Jeffrey Simon, CFP®, witnessed this type of mindset in his mother when he was growing up and helped his mother reduce financial stress once he became a financial advisor. He resolved to help each of his clients so they could be more confident and in control of financial matters.

Chart: 1. Investments 2. Liability Management 3. Risk Management 4. Trust, Estate & Fiduciary

Our Care-Driven Process

No one, not even us, can predict the markets or economy. We can only work with the data at hand. And the most important data is understanding your values, your goals, your time horizon and your risk tolerance to build your personalized plan.

By pairing strategic and tactical asset allocations, plus time-tested investment strategies and solutions, we can help take care of your entire financial wellbeing through:

1.)  Listening and Understanding – When you speak, we learn.

2.)  Analyzing and Strategizing – We study and evaluate how to help you reach your goals

3.)  Explaining and Implementing – We educate before you give us permission to execute

4.)  Evaluating and Adjusting – We finetune as needed based on your life’s changes

Tryline Private Wealth at a Glance

• Nearly 30 years of experience

• Work with a limited number of individuals and families

• 2023 Five-Star Wealth Manager

 Jeffrey C. Simon

Jeffrey C. Simon

  • CFP
  • Managing Partner

Jeff understands how one’s relationship with finances can affect their life. As a child of divorce, he saw his mother deal with many emotions when it came to money, ranging from the stress of saving to the fear of not having enough for later in life.

That experience made such an impression that he has made it his mission for nearly 30 years to help his clients—especially women—take an active, hands-on approach to building and maintaining the financial future they want. Part of that mission includes holding educational events such as Wine, Women and Wealth workshops.

Enjoying the Process

Jeff believes his biggest strength as a Financial Advisor is building relationships, one conversation at a time. Nothing is more important than fully knowing what matters personally—and financially—to his clients.

As part of his process, he wants his clients to clearly define their lifestyle-driven values, goals and priorities. He’ll ask: “What life objectives are you hoping to reach by building your wealth?” or “What do you want to achieve by working with me?”

The answers form the foundation of what follows.

When appropriate, Jeff prefers to invite spouses, partners or significant others to those important first conversations and subsequent reviews. Because just as the parts of an investment plan need to work together, so do the people involved.

Seeing the process develop, seeing his clients become more confident and live out their retirement based on the plans they made together brings him a great deal of joy and satisfaction.

Outside the Office

Jeff pays it forward in his community. He serves on many committees and organizations, including the National Association of Women Business Owners (NAWBO) Chicago Chapter Board, as Commissioner for the Northbrook Park District and as President of the Chicago Lions Charitable Organization, which includes the Chicago Lions Rugby team.

He lives in Northbrook with his wife, and they are proud to have raised three successful sons. He loves being active and won a Gold Medal representing the USA in rugby at the World Maccabiah Games in 1997.

Contact Our Arlington Heights, IL Office

Jeffrey Simon welcomes the opportunity to learn more about your situation and offers his full suite of investment planning services. Call 866.870.8750 for your no-obligation discovery session.

The Five Star Wealth Manager award was issued on October 1, 2023 by Five Star Professional (FSP) for the time period January 9, 2023, through July 31, 2023. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. 5,549 Chicago Area wealth managers were considered for the award; 405 (7% of candidates) were named 2023 Five Star Wealth Managers. Visit
Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

Lending and other banking services available through the Lending & Banking Services Group of
Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of
Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801),
Member FDIC, and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Licensed by New Hampshire banking department. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act.