Tired of trusting your bank with your investments?
A private wealth manager can help.
Independent & Fiduciary Wealth Advisors
We serve our clients as independent, fee-only fiduciaries. An independent financial advisor is one that cannot receive commissions from recommending investments, and a fiduciary financial advisor is one who always and only acts in the best interests of their clients. Chicago Partners is compensated by charging a fee, or percentage of assets under management (AUM).
We believe great client-advisor relationships are built on trust. It's why we stay entirely transparent about our fees, our recommendations, and our processes.
The 5-Step Wealth Optimization Process
Chicago Partners Wealth Advisors uses our 5-Step Process as a blueprint for building customized wealth management strategies focused on the investor's objectives. We personalize each portfolio to the client's unique situation. Our team of professionals is solely focused on helping you achieve your goals, whatever they may be.
Portfolio Audit >During the first step, the portfolio audit, our wealth advisor create an in-depth analysis of your portfolio. The Portfolio X-Ray look at your portfolio's expense ratios, diversification, asset allocation, and other fees to identify its strengths and weaknesses. By understanding what is working and what is not, our team can help to create a plan that can better reach your goals.
Investment Management >The second step, investment management, focuses on creating a custom portfolio based on your goals. Based on the Portfolio X-Ray, our team combines the strengths of your current portfolio with our 8-Quadrant Investment Approach to create a custom portfolio designed to meet your financial objectives.
Tax Planning & Preparation >During the third step, tax planning and preparation, our Chicago wealth advisors will optimize your portfolio's tax strategy to maximize tax efficiency and your after-tax return. Out team can create a tax strategy to help reduce the effects taxes have on your portfolio by using a combination of tax-efficient securities, gain realization strategies, and withdrawal strategies.
Advanced Financial Planning >The fourth step, advanced financial planning, builds custom financial plans aimed at achieving your financial goals. Our team works with you to help create financial, retirement, estate, education, and charitable giving plans designed to benefit you, your wealth, and your family.
Private Banking & Reporting >The fifth step, private banking and reporting services, works with your team to oversee, report on, and service your portfolio and accounts to secure low-rate lending solutions to extend the breadth and reach of your wealth. At your request, our team can work with you and your outside advisors to help coordinate your financial plan.
Learn more about what a customized wealth management plan could look like for you.
At Chicago Partners, we are dedicated to helping clients optimize their wealth. Our team serves as your guide to the financial industry, so you can focus more of your time on what you love.
For example, our advisors can help you make the most of your charitable giving. To ensure you’re giving as efficiently as possible, Chicago Partners recommends utilizing donor funds and gifting directly from your IRA to meet your required minimum distribution (RMD).
For more information, check out our guide to charitable giving.
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