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Introduction to Jenny Shults, CFP®

Jenny joined Chicago Partners in the fall of 2021 after gaining valuable experience at Wintrust Financial Corp. At Wintrust, she spent four years completing the Wintrust Credit Academy rotational training program and two years focusing on distressed middle-market loans as part of their commercial workout group. Jenny is a Certified Financial Planner™ and now works with high-net-worth clients, building out financial plans and investment strategies that align with their long-term goals.

Phone: 312-757-5511 
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.