Contact Us
Let’s start the conversation to secure your financial future.
Schedule a Call with Nicole
Fill out our contact form, and Nicole Polanco 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 Nicole Polanco, CFP®
Nicole joined Chicago Partners in the Summer of 2015 after beginning her career with UBS Financial Services. Nicole work with High-Net-Worth clients looking to optimize their portfolios and enhance their tax strategy. Nicole is a Certified Financial Planner™ (CFP®) professional.
Phone: (708) 223-7578
Email: [email protected]
Read Nicole's Full Bio
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.