Our Illinois Office

We are one of the top wealth management and retirement plan consulting firms in Chicago.

Our colleagues have extensive experience serving high-net-worth individuals and their families and are intimately familiar with the unique financial challenges that come with affluence. We employ advanced planning techniques and solutions to help you grow, preserve, and protect your wealth today and for future generations.

Our comprehensive financial management extends to businesses, institutions, and nonprofit organizations. We provide modern retirement plan designs, executive financial counseling, and financial wellness coaching to help you mitigate fiduciary risk, increase talent retention, and enhance the financial well-being of your workforce.

Not from Chicago? Our advisors are not bound by geography. They work with clients across the country.

Chicago Office

Our Chicago office is conveniently located with team members specializing in a variety of financial strategies. Contact us to start a dialogue.

Meet Our Illinois Colleagues

Associate

Partner

Senior Associate

Principal

Principal

Associate

Principal

Principal

Principal

Partner & Chief Financial Officer

Principal

Partner

Senior Associate

Principal

Associate

Senior Associate

Associate

Principal

Principal

Partner

Associate

Partner

Associate

Partner

Principal

Senior Associate

Principal

Principal

Senior Associate

Partner

Principal

Partner, President & CEO

Senior Associate

Associate

Partner

Partner

Partner & Head of Partner Development

Associate

Principal

Associate

Associate

Principal

Partner & Market Leader

Senior Associate

Associate

Principal

Principal

Associate

Partner

Associate

Partner

Senior Associate

Senior Associate

Associate

Principal

Partner

Partner

Associate

Principal

Senior Associate

Senior Associate

Senior Associate

Principal

Principal

Associate

Associate

Principal

Associate

Senior Associate

Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

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