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Chicago Partners Wealth Advisors

Substance over fluff: prudent, client-focused wealth guidance in Chicago

3.4(5 reviews)
accountant
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About

Chicago Partners Wealth Advisors offers financial planning and wealth management in Chicago, emphasizing portfolio construction, tax awareness, and risk-adjusted returns. A three-person team works with clients' accountants, attorneys, and insurers to ensure accessible, prudent guidance. Reviews highlight trust, a family-like client community, and strong client care, though one critique cites billing transparency and onboarding concerns.

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Location

1 N Wacker Dr Suite 4075, Chicago, IL 60606, USA

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Services

Investment Management

Customized portfolio construction with a focus on risk-adjusted returns and tax efficiency.

Financial Planning

Comprehensive strategies for budgeting, retirement, estate planning, and wealth preservation.

Tax-Aware Advisory

Collaboration with accountants to optimize investments and minimize tax liabilities.

Client Education Webinars

Monthly sessions for investors, covering basics to advanced topics in personal finance.

Holistic Wealth Management

Integrated services working with your legal and insurance professionals for seamless planning.

Reviews

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