Who We Serve
The team at Chicago Partners Wealth Advisors has a wide range of backgrounds, with team members being educated and certified in several skillsets including financial analysis (CFA), personal finance (PFS), public accounting (CPA), legal matters (J.D.), financial securities, economic research, and more.
Because of this, we are able to serve a variety of clients in a multitude of verticals including corporations, high net worth individuals, individuals with compliance restrictions, foundations & institutions, and family offices. To learn more about each vertical, please visit the links below.