Chicago-Based Wealth Management Services
Optimize the Management of Your Wealth.
Comprehensive wealth management designed to help realize your goals.
Chicago-Based Wealth Management Services
Optimize the Management of Your Wealth.
Comprehensive wealth management designed to help realize your goals.
Your wealth is your most important business.
The 5-Step Process
Portfolio Audit
- Analyzing the portfolio's expenses
- Identifying opportunities for optimizing investment securities
- Minimizing excess investment costs and trading costs
- Recommending diversification, yield, and asset allocation opportunities
Investment Management
- The 4-Quadrant Equity Approach: Investment strategies targeting capital appreciation while keeping costs low
- The 4-Quadrant Fixed Income: Targets a customized yield using a mix of strategies to create low-risk, diversified income
- The 4-Quadrant Alternative Investment Approach: Complements equity investments with a combination of private investments and strategies to optimize returns
Tax Strategy Optimization
- Analyzing previous tax returns for optimization opportunities
- Tax-loss harvesting inside investment accounts
- Identifying & recommending tax-advantaged investment opportunities
Advanced Financial Planning
- Setup & access to eMoney's Wealth Management System (WMS) financial planning software
- Creation of financial plans, including cash flow plans, retirement plans, education plans, estate plans, insurance plans, & charitable giving plans
Private Client Services
- Assessing low-cost lending solutions
- Overseeing asset transfers
- Customized performance reporting
- Access to the Chicago Partners App (Apple Store & Google Play)
- Coordination with outside advisors (CPA, attorney, etc.)
Our Process
The 5-Step Wealth Optimization Process
We take a deliberate, integrated approach to wealth management, combining investment strategy, tax planning, and comprehensive advice.
Each step is built to address complexity and create confidence as your wealth grows.
Portfolio Audit
Investment Management
Tax Strategy Optimization
Advanced Financial Planning
Private Client Services
Who We Serve
The Optimized Wealth Advantage
Through our 5-Step Wealth Optimization Process, our advisors will offer to create a customized financial plan.
Complex financial situations are best handled by precise, personalized plans. We see each client as having a unique financial situation with unique financial goals and objectives.
Each client works with their advisor to create an entirely customized wealth management plan to reach their objectives. This includes customized:
- Investment Portfolio
- Tax Plan
- Cash Flow Plans
- Retirement Plans
Our philosophy is that by customizing your wealth management, we can more effectively accomplish your goals, no matter how complex.
To us, wealth optimization means that your wealth is working together in harmony, and each piece of your wealth is complementing and supporting the others.
A portfolio disjointed from a financial plan or tax plan is sub-optimal. We look for opportunities to drive out inefficiencies, so the portfolio is best positioned to capitalize on the benefits of the custom financial plan.
When every aspect of your wealth is working in concert to accomplish your goals, you are more likely to achieve them. This is wealth optimization.
We work with a variety of high-net-worth clients, including:
- Individual investors with investable assets greater than $1,000,000
- Business owners
- Corporations looking for cash management
- Foundations
- Family offices
For more information on the specific services we offer to clients, please visit our Who We Serve page.
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Independent Fiduciary Advisors
We serve our clients as independent fiduciaries. Our clients always receive unbiased advice free of any conflicts of interest.
Our team of financial professionals is solely focused on helping you achieve your goals, whatever they may be.
Independent
Fiduciary
A fiduciary financial advisor is one who always and only acts in the best interests of their clients.
Fiduciaries are bound by the Fiduciary Standard, which requires advisors to always put the best interests of clients first.
Independent & Fiduciary Advisors
We serve our clients as independent, fee-only fiduciaries. Our clients always receive unbiased advice free of any conflicts of interest.
Our team of 23 financial professionals is solely focused on helping you achieve your goals, whatever they may be.
Independent
An independent financial advisor is one that cannot receive commissions from recommending investments.
Truly independent advisors are fee-only, minimizing any conflicts of interest.
Fiduciary
A fiduciary financial advisor is one who always and only acts in the best interests of their clients.
Fiduciaries are bound by the Fiduciary Standard, which requires advisors to always put the best interests of clients first.
Wealth Management Insights
Wealth Management Insights
Our partners and advisors share their experience, insights, and advice on optimizing your wealth every week. Check back regularly for news and insights directly from the experts.