The 5-Step Wealth Optimization Process
Five steps to optimize the management of your wealth.
Step 1: Portfolio Audit
Understand the inner-workings of your portfolio.
During the first step, the portfolio audit, our Chicago wealth advisors create an in-depth analysis of your portfolio called the Portfolio X-Ray.
By understanding what is working and what is not, our team can help to create a plan that can better reach your goals.
Reduced Expense Ratios
Low-Cost Advisory Fee
Minimized Trading Costs
Optimized Asset Location & Allocation
Optimized Portfolio Yield
Optimized Portfolio Diversification
Step 2: Investment Management
A custom-built portfolio based on 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 designed to meet your financial objectives.
4-Quadrant Equity Approach
4-Quadrant Fixed Income Approach
Private Credit Investments
Step 3: Tax Planning & Preparation
A tax plan built on tax efficiency.
Our team can create a tax strategy to help reduce the effect taxes have on your portfolio by using a combination of tax-efficient securities, gain realization strategies, and withdrawal strategies.
Tax Return X-Ray
Tax Analysis & Minimization
Tax Reporting Package
Intelligent Withdrawal Sourcing
Partnership for Tax Preparation
Step 4: Advanced Financial Planning
Financial planning for every area of your life.
The fourth step, advanced financial planning, builds custom financial plans aimed at achieving your financial goals.
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.
Education & Charitable Giving Planning
Synthetic Pension Creation
Wealth Management System (WMS)
Step 5: Private Banking & Reporting Services
One team dedicated to you and your financial goals
The fifth step, private banking and reporting services, works with your team to oversee, report on, and service your portfolio and accounts and 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.
Clients can access the wealth management Chicago Partners Portal, low-cost lending solutions, and custom portfolio reports.
Family Office-Style Custom Reporting
Access to Low-Cost Lending
Asset Transfers & Account Oversight
Coordination with Outside Advisors
Quarterly Interactive Calls
Chicago Partners Portal & App
Please Note: Limitations. The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. CP does not serve as an attorney, accountant, or insurance agent. CP does not prepare legal documents or tax returns, nor does it sell insurance products. If the client desires, one of CP’s representatives, in their separate individual licensed capacities, can be engaged to provide legal and/or insurance services as described on CP’s written disclosure Brochure (a copy of which is linked to this website) per the terms and conditions of a separate engagement and fee.
Please Also Note: Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by CP) or any planning or consulting services, will be profitable, equal any historical performance level(s), or prove successful.