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Schedule a Call with Patrick
Fill out our contact form, and Patrick Wade will reach out to you shortly. During the call, we’ll introduce our personalized services and discuss how we can help you optimize your wealth strategy.
Introduction to Patrick Wade, CFA
Patrick joined Chicago Partners in the spring of 2019 after completing a two-year Rotational Credit Analyst program at Wintrust Financial. During this program, he gained expertise in underwriting ESOP transactions, supporting leveraged buyouts, managing commercial real estate mortgages, and assisting with portfolio management with the loan capital markets team. In 2023, he earned the prestigious CFA Charterholder designation.
Phone: (312) 300-4117
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.