Chicago Partners Wealth Advisors Employee Directory

Investment ManagementIllinois, United States51-200 Employees

Chicago Partners Wealth Advisors focuses on optimizing each aspect of a client's wealth, creating comprehensive financial plans for high-net-worth individuals, corporations, foundations, institutions, and family offices. Chicago Partners currently manages more than $6 Billion assets for 1,200+ clients across the United States.

Clients of Chicago Partners receive the 5-Step Wealth Optimization Process, working with their team to create their customized wealth management plan that includes portfolio & investment management, tax management, estate planning, retirement planning, education planning, cash flow planning, and that is always backed by their team of fiduciary financial advisors.

Each client works with their team composed of a CPA, CFP, CFA, and JD, each dedicated to optimizing a specific dimension of wealth. As fee-only fiduciaries, Chicago Partners advisors meet the highest standard of quality for advisors and always act in your best interest. 

If you are interested in a complimentary review of your current investment portfolio and household balance sheet, please visit us at www.chicagopartnersllc.com/contact and an advisor will be in touch shortly.

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