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Comprehensive Wealth Management Services for PwC Professionals

Since spinning out of PwC in 2007, Chicago Partners has helped more than 600 active and retired PwC professionals optimize the management of their wealth.

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Comprehensive Wealth Management for PwC Professionals

Strategies & Services Designed to Grow Your Wealth at PwC and Beyond

As a PwC professional, navigating your wealth and the complexities of compliance restrictions can be complicated. Our advisors are focused on helping you optimize this complexity with investment management, financial planning, tax planning, and private client services built for the PwC professional.

Our advisors help with:

Complete investment portfolio design and compliance management through the Automated Investment Reporting (AIR) system.
Comprehensive financial planning, including optimizing your PRP, PDP, 401k, and other PwC-specific retirement accounts.
Tax strategy and tax liability minimization for high-earning professionals.
Private client services, including a discounted fee, offered exclusively to PwC professionals.

With nearly two decades of experience working with PwC professionals at every level, our advisors are both experienced and knowledgeable in the various options you have available and the complexities of staying compliant with your investments.

Compliant Investment Management

Fully-Compliant, Fully-Customized Investment Portfolios

With the compliance restrictions that come from working on accounts at PwC, building a well-positioned investment portfolio that meets independence standards can be difficult. Our advisors help build fully-customized portfolios positioned to realize your financial objectives while maintaining compliance with PwC investment restrictions.

Our team helps create compliant investment portfolios that are well-diversified and low-cost while continuing to target your financial goals. We offer Big Four investors exposure to various private investments through the Vintage Class of our Special Assets Fund.

In addition, our advisory team manages the entire compliance process - from investment selection to pre-clearance through AIR, your team keeps your investment portfolio on-target so you can focus on succeeding in your daily business.

Automated Investment Reporting (AIR)

Your advisory team manages the entire compliance process for you, recommending investments, pre-clearing through AIR, and making sure your investment portfolio meets independence requirements.

Financial Planning

Comprehensive Financial Planning & Tax Optimization Services

Our advisors have helped hundreds of PwC professionals navigate the complexities of their financial plans and intelligently manage their tax liability to optimize their wealth.

PDP, PRP, & PwC Account Planning

We review your plan options and make recommendations to ensure your PwC accounts are working together with your non-PwC accounts.

Cash Flow Planning

Gain clarity on your income and expenses to ensure your cash flow aligns with your goals. We help optimize spending, saving, and investing to create a solid foundation for your financial future.

Mega-Backdoor Roth Conversion Management

Building and implementing a strategy to move more of your capital into tax-advantaged accounts helps reduce your tax liability in the future.

Estate Plan Review & Refinement

Our estate planning strategies help you navigate complex decisions with confidence. Whether it's reviewing wills or creating trusts, our team can build an estate planning strategy designed to secure your legacy.

Education Planning & Funding Strategies

Give the gift of education without compromising your own financial goals. From 529 plans to trusts, we’ll help you design a strategy to fund future learning opportunities without compromising your other goals.

Charitable Giving Strategies

Support your most important causes effectively. Our charitable giving strategies maximize tax benefits while aligning with your philanthropic vision, ensuring your contributions make a meaningful difference.

Federal Tax Minimization

Our team identifies opportunities to reduce your federal tax burden through strategic income timing, deductions, and credits tailored to your situation.

State Tax Minimization

We analyze the specific tax regulations in your state and implement strategies to lower your state income and capital gains taxes.

Tax Loss Harvesting

Our approach to tax loss harvesting leverages market volatility to offset gains and reduce your taxable income without altering your investment strategy.

A PwC-Focused Team

A Team of Advisors with Over 20 Years of Experience working with PwC

Our team of PwC-focused advisors has helped hundreds of PwC professionals optimize their wealth management strategy. Clients working with Chicago Partners receive access to a team of advisors, including a Partner, Senior Wealth Advisor, Senior Associate, and Associate.

Each of the members of this team is available to help with any questions, financial situations, or desk reviews that may come up during your employment with PwC.

Get Started

Schedule a Complimentary Introductory Meeting

If you're interested in learning more about the Chicago Partners approach to working with PwC professionals, we are happy to schedule an introductory meeting to learn more about you and your financial goals.

Whether you prefer an in-person meeting at our office in the UBS building in Chicago or a virtual meeting from the comfort of your home, our team is happy to meet at your convenience.

You can use the form here to reach out to our PwC-focused team, and one of the advisors will be in touch within 24 hours.

FAQ

Frequently Asked Questions (FAQ)

Our FAQ section is designed to provide clear, concise answers to the most common questions we receive from our PwC clients.

If you don’t see your question answered here, our team is always ready to help. Simply reach out to us directly, and we’ll be happy to assist.

Yes - we believe that in order to provide excellent wealth management services for high-net-worth clients, ensuring the investment strategy is aligned with the client's tax strategy, financial plan, and estate plan is essential.

We are very comfortable working with outside professionals, and, in the case where a client needs a referral to an outside professional, have a select group of CPA's, estate attorneys, and other financial professionals with whom we have strong business relationships.