Relentlessly Focused on Delivering Wealth Management Excellence.

We are your fiduciary - always acting in your best interest first.
We are your advocate - actively working to help your portfolio generate exceptional, consistent, net compounded returns.
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We view your wealth as 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: 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

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 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.)

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

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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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The 5-Step Process

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 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, Fee-Only 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 financial professionals is solely focused on helping you achieve your goals, whatever they may be.

Meet the Team

Independent & Fee-Only

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

Truly independent wealth management 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.

Meet the Team

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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What's Included in a Financial Advisor's Fee?
Paying Off Your Mortgage vs. Investing
Visit the Blog

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.

Why Insurance Should Be Part of Your Financial Plan
Personal Finance 101: How to Teach Your Teen About Finances
What Is Tax Loss Harvesting?