We are a private wealth management firm. We provide personalized investment management and financial planning. Our clients trust us to manage approximately $5.3 billion in assets for business owners, women, individuals and families, and institutions.
Our mission is to help you enjoy a full life. To do this, we learn everything we can about you and help you create a comprehensive wealth plan that brings the future you envision into focus.
Our Founders discuss our mission and commitments to clients.
We provide holistic advice and make it our goal to become the people you call first with any financial questions or challenges. Additionally, we are fiduciaries and are legally responsible to act in your best interests. We:
Put you, your family and your business first and focus on doing the right thing for you in every situation.
Serve as the point person for the myriad advisors you work with.
Customize our advice to your specific situation and always discuss our thinking with you.
Since 1986, we have been using our tax, legal and wealth management knowledge to help clients make better financial decisions. In 2020, we partnered with CI Financial to become a partner firm of CI Private Wealth. CI is a permanent strategic partner who is committed to investing in our business, while enabling us to amplify the essence of who we are. Through our collective expertise and experience, we are able to create solutions for even the most unique and complex of challenges.
Learn more about CI Private Wealth
We are grateful for what we have and are dedicated to becoming the best versions of ourselves. We look for opportunities to mentor, learn, and to give back to our communities. And we take pride in empowering each team member to select a cause that matters to them. We are humbled that they choose to serve so many worthy causes across Chicago including the Make-a-Wish Foundation, Ann & Robert H. Lurie Children’s Hospital of Chicago, Evans Scholars Foundation, and many others.
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