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Schedule a Call with Byron
Fill out our contact form, and Byron Mandell will reach out to you as soon as possible. During the call, we’ll introduce our personalized services and discuss how we can help you optimize your wealth strategy.
Introduction to Byron Mandell, CFP®
Byron joined Chicago Partners in 2020, serving clients in both the Chicago and Hawaii markets. Byron specializes in providing personalized wealth management solutions, helping clients achieve their financial goals through a tailored approach. Byron holds the Certified Financial Planner™ designation, further demonstrating his commitment to delivering expert financial guidance. His extensive knowledge of financial markets and personalized approach make him a reliable advisor for his high-net-worth clients.
Phone: (312) 528-9203
Email: [email protected]
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Our Services
Portfolio Audit
We can provide an in-depth analysis of your investment portfolio to identify strengths and weaknesses, aiming to optimize holdings, reduce expenses, and enhance overall performance.
Investment Management
We can develop a customized, diversified portfolios tailored to your financial goals, utilizing a 4-Quadrant Investment Approach that encompasses equity, fixed income, alternative, and private investments.
Tax Planning & Preparation
We focus on maximizing after-tax returns by analyzing current tax strategies, identifying inefficiencies, and implementing solutions such as tax-loss harvesting, intelligent withdrawal sourcing, and collaboration with CPAs to optimize tax outcomes.
Advanced Financial Planning
We offer customized financial plans—including retirement, education, cash flow, charitable giving, and insurance plans—complemented by access to an online portal for managing and tracking these plans.
Private Client Services
We offer comprehensive support, including customized reporting, coordination with external advisors, low-cost lending options, and dedicated account oversight, all tailored to align with clients' financial goals.