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.

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

Wealth Inc Diagram showing how wealth management builds and grows capital

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: 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.)

The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. CP does not serve as an attorney, accountant, or insurance agent. CP does not prepare legal documents or tax returns, nor does it sell insurance products. If the client desires, one of CP’s representatives, in their separate individual licensed capacities, can be engaged to provide legal and/or insurance services as described on CP’s written disclosure Brochure per the terms and conditions of a separate engagement and fee.

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.

Step 1

Who We Serve

Whether you're a business owner, a high-net-worth investor, an auditor, or an institution, our financial professionals are ready to help you realize your financial goals.

Wealth Management Services forHigh Net Worth Individuals

Cash Management Services forCorporate Cash Management

Wealth Management Services forInvestors with Compliance Restrictions

Wealth Management Services forNon-Profits & Foundations

Wealth Management Services forFamily Office Management

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.

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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.

Meet the Team

Independent

An independent financial advisor is one that cannot receive commissions from recommending investments, 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

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.

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Visit the Blog