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.

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 minimum required distribution (MRD).

For more information, check out our guide to charitable giving

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