Chicago Partners Wealth Advisors LLC

Chicago Partners is an SEC-registered, fee-only independent registered investment advisor (RIA) that specializes in total wealth management. 
 

With 23 investment professionals managing over $2 Billion for 750+ clients, our team specializes in optimizing each dimension of our distinguished clients’ wealth. Our clients include high & ultra-high-net-worth individuals, foundations, institutions, and corporations. 
 

We help our clients optimize each dimension of their wealth through our 5-Step Wealth Optimization Process, which includes:
 

-    Investment Consulting
-    Customized Portfolio Creation & Maintenance
-    Tax Planning & Tax Preparation 
-    Custom Retirement, Estate, Education, Insurance, & Gift Plans 
-    The Fiduciary Relationship
 

Our clients work with their dedicated teams consisting of CPA, CFP, J.D., and CFA-certified individuals, each focused on optimizing a specific dimension of the client’s wealth. Each client’s plan is customized to meet their specific goals & objectives, and their team of fiduciaries is always working to reach their goals and objectives.