Optimize the Management of Your Wealth

Our focus is on one goal: your financial success.

Optimize Your Wealth Management

Our focus is on one goal: your financial success.

We view your wealth as your most important business.

Serving as your Chief Investment Officer, Chicago Partners helps you create strategies that can help optimize your wealth in the pursuit of your financial goals and objectives.

As the owner and CEO of your wealth, you are at the forefront of every decision.

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We view your wealth as your most important business.

Serving as your Chief Investment Officer, Chicago Partners helps you create strategies that optimize your wealth. As the owner and CEO of your wealth, you are at the forefront of every decision.

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The 5-Step Process

We use our 5-Step Process as a blueprint for building customized wealth management strategies focused on the investor's goals and objectives. Whether it's capital appreciation or income generation, we use 5-Step to create strategies that target an investor's long-term goals.

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: Advanced 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
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Tax Planning
& Preparation

  • 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 Banking
& Custom Reporting

  • Assessing low-cost lending solutions

  • Overseeing asset transfers

  • Customized performance reporting

  • Access to the Chicago Partners App (Apply Store & Google Play)

  • Coordination with outside advisors (CPA, attorney, etc.)

Your life is unique. Your financial plan should be, too.

We use our 5-Step Wealth Optimization Process to ensure each client receives a comprehensive, custom wealth management plan.

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Portfolio Audit

Portfolio Audit

We look at your portfolio to understand it's starting points, examining your:

  • Expense Ratios
  • Diversification
  • Asset Location

To identify optimization opportunities in your portfolio.

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Investment Management

Investment Management

Each portfolio is customized to the investor using our 8-Quadrant Approach. We build globally-diversified portfolios to optimize your exposure to different markets while targeting your financial goals.

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Tax Planning & Preparation

Tax Planning & Preparation

Your after-tax return is your most important return. Along with providing resources for simple tax preparation, we ensure each investment and allocation is optimized for tax efficiency.

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Advanced Financial Planning

Advanced Financial Planning

Receive access to eMoney's Wealth Management System (WMS) and work with advisors to optimize your:

  • Cash Flow Plan
  • Retirement Plan
  • Estate Plan
  • Insurance Plan
  • Charitable Giving Plan

Learn More

Private Banking & Reporting

Private Banking & Reporting

Clients receive access to:

  • Low-cost Lending
  • Account Management
  • Account Oversight

Along with access to up-to-the-moment custom reporting through our app, available for Android and iOS.

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Your Family Office: Organized & Optimized

Instead of a rolodex of different attorneys, managers, and consultants, Chicago Partners brings all the disparate areas of your wealth together under one roof.
Optimization Strategies for Family Offices

The Optimized Wealth Advantage

Through our 5-Step Wealth Optimization Process, our advisors work with you to create customized financial plans and a portfolio that helps you sustain your ideal lifestyle.

Have another question? Reach out to an advisor >>

The Optimized Wealth Advantage

Through our 5-Step Wealth Optimization Process, our advisors work with you to create customized financial plans and a portfolio that helps you sustain your ideal lifestyle.

Have another question? Reach out to an advisor >>

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.

Meet the Team

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.


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.

Schedule a Consultation

Interested in learning more about how you can improve your wealth management? Fill out the contact form and one of our advisors will reach out to schedule a no-obligation consultation.

Schedule a Consultation

Interested in learning more about how you can improve your wealth management? Fill out the contact form and one of our advisors will reach out to schedule a no-obligation consultation.

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.

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.