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.

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at Other Firm Offices

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Primary Office

1 N Wacker Dr Ste 4075 Chicago, IL 60606-2846 Phone: (847) 866-9774