Skip To Content

The Wright Hudak Zabel Group

Private Wealth Advisors

540 W MADISON ST

CHICAGO, IL 60661

312.325.2620

Directions to branch Directions to branch Directions
Share this page Share this page Share page

Learn more about an advisor's
background on FINRA's BrokerCheck

croppedteam2Rohit1262016

About us

The Wright Hudak Zabel Group

Our group works with and for a select group of clients, most of whom have created wealth in a single generation. We offer guidance to a wide variety of people, including business owners, entrepreneurs, senior corporate executives and their families. We serve clients located across the country from our offices in Chicago, Illinois and Phoenix, Arizona overseeing $2.0 billion in total assets.¹

David Wright has received a number of national accolades as a private wealth advisor:

  • "Top 400 Financial Advisors" by Financial Times (2016)²
  • "America’s Top 1,200 Advisors" by Barron's magazine (2009-2016)³

Michael Hudak has received a number of national accolades as a private wealth advisor:

  • "America’s Top 1,200 Advisors" by Barron's magazine (2009-2016)³

Core Services

Often, prospective clients are referred to us after a liquidity event occurs or when a milestone event is anticipated. Our core services include guiding clients in portfolio construction, monitoring, tactical reallocation and rebalancing. We take into account specific wealth objectives, your time horizon, tolerance for risk, income and liquidity needs, tax sensitivities and our assessment of opportunities in the capital markets. We know that tax efficiency is a key to investment returns and growing your wealth in the short and long term. Among the services we offer through access to Merrill Lynch specialists are:

  • Post-event wealth structuring strategies
  • Pre-merger and acquisition and pre-initial public offering strategies
  • Concentrated stock, diversification and monetization strategies
  • Portfolio construction, monitoring and tax-optimization strategies

Our Mission

Our primary investment objective is to grow portfolio assets over time, while preserving capital and minimizing risk. We build on more than 50 years of collective financial services experience and a deep knowledge of the capital markets to guide a select group of clients in making strategic investment decisions.

Our collective experience gives us extensive insight into the dimensions of managing your net worth, investing prudently and preserving your wealth for future generations. As Merrill Lynch private wealth advisors, we combine the individual attention and independent advice and guidance you would expect from a financial services boutique with the global resources and technological capabilities of one of the largest wealth management firms in the U.S.

Thoughtful Questions and Careful Listening

This process is designed to guide clients in articulating their most cherished goals and deepest concerns—not only in the financial realm, but in their lives. We ask searching questions like these:

  • What do you want to accomplish with your wealth?
  • What are your life goals and priorities?
  • How do you envision your family in five, 10 or 20 years?
  • Do you want to plan for the transfer of wealth to the next generations or leave a legacy of values, beliefs and life lessons?

Through careful listening, we can help clients to tailor highly customized, proactive wealth management strategies that align with their individual goals and needs.






¹As of close of business: 11/30/2016. ²The Financial Times Top 400 Financial Advisors, 2016. The Top 400 list is based in large part on data gathered from and verified by broker-dealer home offices, and, as identified by the FT, reflected each advisor’s performance in six primary areas, including assets under management, asset growth, compliance record, experience, credentials and accessibility. The full methodology is published here: http://www.money-media.com/ft400.html. ³Barron's "America's Top 1,200 Advisors: State-by-State," March 5, 2016; February 23, 2015; February 24, 2014; Advisors considered for the “America’s Top 1,200 Advisors: State-by-State” rankings have a minimum of seven years financial services experience and have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the Advisor rankings include: client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others. Barron's does not receive compensation from Advisors, participating firms and their affiliates, or the media in exchange for rankings. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. Neither Merrill Lynch nor its Financial Advisors provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their professional advisors. Asset Allocation does not ensure a profit or protect against loss in declining markets. CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.

Meet the team

Awards

Latest Thinking


Back to overview

Meet the team

David C. Wright

Managing Director

Private Wealth Advisor

312.325.2620

312.325.2620

dave_wright@ml.com

Add to address book

Read Bio

Michael J. Hudak

Managing Director

Private Wealth Advisor

312.325.2621

312.325.2621

michael_hudak@ml.com

Add to address book

Read Bio

Robert P. Zabel

Senior Vice President

Private Wealth Advisor

312.325.2640

312.325.2640

r_zabel@ml.com

Add to address book

Read Bio

Mike M. Wojcikowski

Assistant Vice President

Private Wealth Analyst Investments

312.325.2727

312.325.2727

mike.wojcikowski@ml.com

Add to address book

Read Bio