Solutions
Solutions

Our solutions provide clients with access to comprehensive wealth planning through a custom investment approach and systematic wealth planning.
Investments

Wealth Planning

Trust & Lending
Insights
Insights

Access perspectives on the markets, investment strategies and and how our advanced wealth planning can help clients achieve their goals.
Investment Insights

Advice & Planning Insights
About
About

Our guiding investment philosophy is based on the belief that by combining a global asset allocation framework with alternative investments we can achieve an optimal balance between return and risk.
Our Firm

Leadership Team

Our Team

Our Team

Sarah Jane Hoffmann

Vice President, Senior Wealth Advisor

Sarah Jane Hoffmann is a senior wealth advisor at Calamos Wealth Management, based in the Midwest with experience spanning over a decade in the financial industry. She has previously held positions as a Private Banker and Client Associate at Citi Global Wealth and JP Morgan Private Bank respectively, managing the financial and planning needs of affluent individuals and families through integrated solutions that addressed short and long-term objectives. With a firm belief that financial planning is the foundation of both wealth creation and preservation, Sarah Jane is deeply passionate about guiding her clients through every stage of their financial wellness journey.

Holder of FINRA Series 7, Series 63, and Series 65 licenses, Sarah Jane combines her knowledge and experience to offer comprehensive financial solutions. Currently residing in Illinois with her husband, she actively engages with her community through a love for hometown sports and serves on the Patient Advisory Council at Rush University Medical Center.