We're dedicated to serving clients with high standards, who appreciate a personalized approach tailored to their individual needs and preferences. We believe in prospering on purpose, where intentional and purposeful financial planning leads to successful wealth building.


What I Do

I’m thrilled that you're considering these crucial conversations because planning is absolutely vital for pursuing your goals effectively and efficiently.


Financial Planning

This is where the magic begins. Planning will empower you to define your aspirations and develop a strategic path to realize them. It's not just about money; it's about crafting the life you desire and having the means to make it a reality. Prioritizing this approach fuels motivation, instills confidence, and propels you toward a future of fulfillment and financial security.


Asset Allocation

Where strategy meets expertise. We'll tailor your portfolio with meticulous care, strategically allocate assets, handpick securities, and vigilantly monitor performance. Count on us as your financial architects, building a sturdy fortress for your wealth to thrive.


Protection Management

Shielding your financial future. We'll fortify your defenses against life's uncertainties with stalwart solutions like life insurance and long-term care. Count on us as your steadfast guardians, committed to safeguarding your wealth and securing your legacy with unwavering resolve.

Who I Help

We're here to empower individuals and families who value expert guidance and take decisive action. Our tailored services cater to a diverse range of clients, including:

Happy professionals

The HENRY's of the World (High Earners, Not Rich Yet)

Those with impressive six-figure incomes seeking savvy strategies to transform earnings into lasting wealth.

Small business owner

Freelancers, Independent Contractors, and Small Business Owners

Navigating the gig economy, lacking traditional workplace retirement plans, and craving customized financial blueprints for success.

Blue collar workers

Blue Collar Workers

The backbone of our society, who may have sturdy pensions but desire comprehensive financial planning and additional strategies to fortify their future.

Grandparent with grandchild in the garden

Those Nearing Retirement

Hungry for meticulous retirement planning and smart income strategies to savor their golden years without financial fretting.


Who I Am 

Hello! I’m Katie Cimonetti,
Founder and Managing Partner of VIE Wealth Management.

  • Robert Morris University, Chicago
  • Bachelors in Business Administration, concentration Management
  • Years in industry: 9
  • Licenses: Series 7 and 66 held through LPL Financial
  • Husband: Drew; who grew up on the East Coast, served 9 years in the military, 9 years as a first responder and currently working for the government
  • Kids: 2 daughters, Teagan and Tessa. Both girls are very active in sports, including gymnastics, softball, and swimming
  • Pets: 2 female golden retrievers, Nadia and Nelly
  • Born in Florida ☀️
  • Raised in Oak Lawn - Proud OLCHS alum
  • Ran 3 marathons! 2 in Chicago, 1 in Schaumburg. Best time: 4 hours 19 minutes
  • Backpacked thru United Kingdom, Belgium, Netherlands, Germany Switzerland, Italy, Austria, and France
  • Paraglided and zip lined in New Zealand
  • Hiked the Smokey mountains
  • Country music is genre of choice 🎶
  • Big fan of iced coffee and shopping ☕🛍️