During the first step, the portfolio audit, our Chicago wealth advisors create an in-depth analysis of your portfolio called the Portfolio X-Ray.

The Portfolio X-Ray looks 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 begin to create a plan that better reaches your goals.

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 equipped to meet your financial objectives.

During the third step, tax planning and preparation, our Chicago wealth advisors team will optimize your portfolio's tax strategy to maximize tax efficiency and your after-tax return.

Our team creates a tax strategy to reduce the effect taxes have on your portfolio by using a combination of tax-efficient securities, gain realization strategies, and withdrawal strategies.

The fourth step, advanced financial planning, builds custom financial plans aimed at achieving your financial goals.

Our team works with you to create financial, retirement, estate, education, and charitable giving plans that benefit you, your wealth, and your family.

Clients work with their advisors to set up their eMoney Wealth Management System (WMS), a tool that allows investors to view all of their financial assets, accounts, and documents in one place.

The fifth step, private banking and reporting services, works with your team to oversee, report on, and service your portfolio and accounts.

Our team works with you and your outside advisors to coordinate your financial plan.

Clients can access the wealth management Chicago Partners Portal, low-cost lending solutions, and custom portfolio reports.