CP
Chicago Partners Wealth Advisors
Du concret, pas de blabla : des conseils de gestion de patrimoine prudents et axés sur le client à Chicago.
3.4
Comptable
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Du concret, pas de blabla : des conseils de gestion de patrimoine prudents et axés sur le client à Chicago.
Chicago Partners Wealth Advisors propose une planification financière et une gestion de patrimoine à Chicago, en mettant l'accent sur la construction de portefeuilles, la sensibilisation fiscale et les rendements ajustés au risque. Une équipe de trois personnes collabore avec les comptables, les avocats et les assureurs des clients afin de garantir des conseils accessibles et prudents. Les avis mettent en évidence la confiance, une communauté de clients à l'esprit de famille et un excellent accompagnement client, bien qu'une critique fasse état de préoccupations concernant la transparence des factures et l'accueil des nouveaux clients.
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Conception de portefeuille personnalisée axée sur les rendements ajustés au risque et l'efficacité fiscale.
Stratégies complètes pour la budgétisation, la retraite, la planification successorale et la préservation du patrimoine.
Collaboration avec des comptables pour optimiser les investissements et minimiser les charges fiscales.
Sessions mensuelles pour les investisseurs, couvrant les notions de base à des sujets avancés en finances personnelles.
Services intégrés travaillant avec vos professionnels du droit et de l’assurance pour une planification fluide.
Note globale
Ted F
My wife and I are very happy with our team at Chicago Partners. I could go on about portfolio construction, tax awareness, Sharpe ratios and risk adjusted returns, but suffice it to say that I worked for many years with one of their big competitors on LaSalle St. and knowing what I know about the entire industry, I chose CPWA. They are all substance and no fluff. They work well with my accountant, attorney and insurance agents. Our three person team means that someone is always available and like the founder, Jim Hagedorn, our team are eminently prudent & trustworthy professionals, which is very, very important to us. They took great care of my elderly parents for many years and I am confident my children will say the same thing someday.
Erin Riordan
I have had an extremely positive and valuable experience working with Chicago Partners. My financial advisors and planners are not only highly knowledgeable but also genuinely care about my individual well-being, making them a pleasure to work with. The team encourages me to ask any and all clarifying questions regarding my personal finances, budgeting, and investing. They ensure that I have a comprehensive understanding of the process, which alleviates any feelings of uncertainty or confusion. Additionally, Chicago Partners offers monthly webinars tailored for young investors that cover the basics of investing. This is an invaluable opportunity that is rare in the industry. The client services provided by Chicago Partners are exceptional; they foster a sense of community that feels more like family than a mere exchange of services. Since partnering with Chicago Partners, I feel confident and satisfied with my financial health and well-being. I have complete trust that my investments are in good hands. I would wholeheartedly recommend this company to anyone seeking financial planning services.
hollylawho
Rob is great to work with and my family has trusted him for years. We followed him when he moved over to Chicago Partners Wealth Advisors and our satisfaction with him and the staff has remained outstanding. We highly recommend Rob and Chicago Partners Wealth Advisors as a whole!
Christopher Maiorana
Terrible experience. After an initial mistake on which accounts to work with, I still tried to work with them. I did want more assurances on strategy to feel confident we were on the same page. I did this as I was setting up accounts at Schwab. For whatever reason, they just didn't answer my questions. Too busy I guess. This is an issue with multiple middle men involved for Private products. My advisor said - "this has been the worst onboarding experience with an RIA partner I've had in my career at TD/Schwab". Ouch. So it's not just me being picky.
Tim Sullivan
Chicago Partners Wealth Advisors: A Disappointing Choice for Responsible Investing As an investor seeking a reliable Registered Investment Advisory (RIA) firm, my experience with Chicago Partners has been nothing short of disappointing. In this review, I will outline some glaring concerns that have come to light during my time with this firm, shedding light on their unethical billing practices, poor fiduciary duties, and a concerning lack of accountability. One of the most concerning aspects of my experience with Chicago Partners has been their unethical billing practices. Despite promising transparent and fair fee structures, their billing statements have been riddled with hidden charges and questionable expenses. This lack of transparency is concerning, as it raises doubts about the firm's commitment to acting in the best interest of their clients. Furthermore, Chicago Partners has demonstrated a disheartening lack of fiduciary responsibility. As an RIA firm, their primary duty should be to act in the best interests of their clients, putting client welfare above their own. However, my interactions with the firm have left me with the impression that their pursuit of profits takes precedence over the well-being of their clients. The conduct of both the CEO and employees has been nothing short of arrogant. Instead of fostering a client-centric environment, the leadership and staff at Chicago Partners exude an aura of superiority, displaying an unfortunate lack of humility and empathy towards their clients' concerns. Moreover, my attempts to address issues with the firm have been met with resistance and refusal to acknowledge any wrongdoing. Instead of taking responsibility for their missteps, Chicago Partners appears to deflect blame and sidestep accountability. This evasive behavior raises serious doubts about their commitment to self-improvement and growth as a responsible financial institution. In addition to their questionable billing practices and fiduciary duties, I am deeply concerned about Chicago Partners' investment choices. Some of the investments they've recommended or implemented on my behalf have left me questioning their judgment and due diligence. It seems they prioritize their own interests or partnerships over objectively sound investment decisions. Lastly, their communication with clients leaves much to be desired. Instead of addressing concerns with empathy and understanding, they tend to resort to a defensive stance, portraying themselves as victims rather than finding solutions to the issues at hand. As an investor seeking a reliable and trustworthy RIA firm, I cannot recommend Chicago Partners as a suitable choice. It is essential for investors to prioritize transparency, ethical conduct, and genuine client care, qualities that seem to be lacking at Chicago Partners.
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