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 40 investment professionals managing over $5 Billion for 1800+ 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.
As of 2024, Chicago Partners operates locations in six states, serving as CIO and trusted advisor for over 1,900 investors across the United States and abroad.
As a fiduciary, we help our clients optimize each dimension of their wealth through our 5-Step Wealth Optimization Process, which includes:
- Investment Management
- Customized Portfolio Creation & Maintenance
- Tax Planning & Tax Preparation
- Advanced Financial Planning
- Private Banking & Reporting Services
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.
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