Optimize Your Most Important Business: the Management of Your Wealth.
Chicago Partners is an SEC-registered, fee-only independent registered investment advisor (RIA) that specializes in creating a one-stop wealth management experience.
With 23 investment professionals managing over $1.9 billion for 650+ 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.
Our clients optimize each dimension of their wealth by using our 5-Step Wealth Optimization Process, which includes:
- Investment Consulting
- Custom Investment Portfolios
- Tax Planning & Tax Preparation
- Personalized Financial 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 unique goals & objectives, and their team of fiduciaries is always working to reach their goals and objectives.
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Please see our disclosure on our website by going to www.chicagopartnersllc.com
Additional Detailed Disclosures
Chicago Partners Investment Group, LLC ("CP") is an SEC registered investment adviser located in Chicago, Illinois. CP and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which CP maintains clients. CP may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. CP?s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment- related information, publications, and links.