Chicago Partners Wealth Advisors Revenue and Competitors

Chicago Partners Wealth Advisors serves as your guide to complete wealth optimization, creating comprehensive financial plans for high-net-worth individuals, corporations, foundations, institutions, and family offices, managing over $1.8 Billion assets for 600+ clients in 39 states. Clients of Chicago Partners receive the 5-Step Wealth Optimization Process, working with their team to create their customized wealth management plan that includes portfolio & investment management, tax management, estate planning, retirement planning, education planning, cash flow planning, and that is always backed by their team of fiduciary financial advisors. Each client works with their team composed of a CPA, CFP, CFA, and JD, each dedicated to optimizing a specific dimension of wealth. As fee-only fiduciaries, Chicago Partners advisors meet the highest standard of quality for advisors and always act in your best interest. Chicago Partners offers a Portfolio X-Ray to interested persons who conduct an introductory phone call with one of our Partners. The Portfolio X-Ray is the first step in the 5-Step Process, and focuses on evaluating your current portfolio across 9 dimensions, including your expense ratio, cash drag, and diversification. Please email jack@chicagopartnersllc.com to set up your introductory phone call. For more information, please visit our website at https://www.chicagopartnersllc.com.