In his inauguration address, President Donald Trump promised a “tide of change” and if the first two months are an indication, he
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At Rothschild Wealth Partners, our success is dependent on yours.
Rothschild Wealth Partners is a high touch, independent financial advisory firm focused on service and creative thinking. It’s a firm focused on you…really. No joke. It’s not just a slogan. Why are we focused on you? Well, number one because we are good people who pride ourselves on doing the right thing for our clients. And number two…if we organize, grow and protect your money like it were our own, then we’re compensated fairly.
We believe in wins for everyone. What do we do? We help our clients with their money. How? By focusing on what’s most important.
In 1908, Monroe Rothschild and his brother-in-law, Samuel Karger, started Rothschild & Company. Since then, a firm belief in personal client service, financial conservatism, and business acumen has led the company, and its clients, to succeed and grow for more than a century. Under the third generation of family leadership, the company merged with another leading Chicago advisory firm, Sentinus, in 2023. Today’s Rothschild Wealth Partners remains committed to providing personalized wealth management, investment advisory, and insurance services to individuals, families, and businesses.
Independent advice is ideal, especially when backed and supported by national, institutional-level independent custodians, asset managers and valued resource partners.
Learn more about our integrated services that can help you achieve financial stability and independence.
Support your employees with benefits and services that help them grow and protect their wealth. Rothschild Wealth Partners offers business retirement plans, employee-stock ownership plans, non-profit advisory services, succession planning, and more.
Protect your company. Empower your employees. Enjoy your future.
Our credentialed financial and legal consultants can guide you through retirement plan details other advisors often ignore. We focus on process, documentation, and implementation. We’ll walk you through a variety of retirement options that will support your company’s and your employee’s goals.
Chart the future of what you’ve built on your own terms.
With personalized business succession planning, Rothschild Wealth Partners will guide you, your family, and your business through the next stages of life. We’ll create solutions for all types of challenges you may or may not see coming.
When do you want to retire? How much will you need for your lifestyle? What can you do to support your family? How do you build your legacy?
Our process starts by understanding your money and what your goals are. From there, we can begin to plan.
Rothschild Wealth Partners clients include families with legacy money, successful entrepreneurs, accomplished executives, and hard-working families who have gradually accumulated wealth. They seek guidance on alternative investments, tax strategies, estate and philanthropic planning, trustee services and more.
We also serve Chicagoland businesses seeking employee financial solutions, as well as business succession, transition and exit strategies. There’s no one with the same financial needs, goals, and challenges as you. The bottom line is your money is important to you, which makes it important to us.
Rising professionals accumulating wealth while managing debt and planning for future expenses. These cautious investors seek long-term financial success and guidance to avoid mistakes and capitalize on opportunities.
Successful professionals with unexamined accumulated wealth scattered across multiple accounts. As they approach retirement, they seek strategic financial planning to coordinate their assets and prepare for the future.
Wealthy retirees with sufficient assets seeking low-risk, tailored investment strategies. They aim to participate in the market while mitigating downside risk and addressing longevity and inflation concerns.
High net worth individuals facing potential estate and inheritance tax challenges. They seek wealth transfer and philanthropic strategies to minimize their heirs’ tax burden.
Investors seeking unique opportunities to complement their existing portfolio. They’re interested in alternative investments and structured products for non-correlated ancillary returns.
Individuals experiencing major life transitions that impact their financial situation. They need guidance to help adapt their finances to new circumstances, whether positive or negative.
Tax-averse individuals seeking creative reduction strategies for income and estate taxes. They collaborate with accounting professionals to implement tools like gifting, tax loss harvesting, and Donor Advised Funds.
Successful but illiquid professionals overlooked by traditional banks and wire houses. They seek attentive, respectful wealth management services with the potential for increased future financial liquidity.
Entrepreneurs and family business owners seeking integrated financial planning for themselves, their families, and employees. They need guidance on retirement plans, business growth strategies, and exit planning to maximize value.
There are a lot of firms that can glance over your balance sheet and put your money into a product. You might get a return. They’ll get a cut. The institution will get their share. That’s how it works, right?
We believe there’s a better way.
Working with a true independent fiduciary like Rothschild Wealth Partners means you get advice built entirely for you.
There are no in-house products to push or public shareholders to please. There’s only what can work best to organize, protect, and grow your money—so you can achieve everything you want.
Our independence works for you. It’s how we help you live your best financial life.
If the past few years has taught us anything, it’s that you don’t need to be near to be close. We’re a wealth management firm based in Chicago delivering custom, personalized, and empathetic service to clients across the country.
It doesn’t matter where you are. It only matters where you want to go.
In his inauguration address, President Donald Trump promised a “tide of change” and if the first two months are an indication, he
In the early to mid-1960s, less than half of US households had two working spouses. Today, 67% of US households are dual-income.
Many of those who have achieved a certain level of financial success turn their thoughts toward establishing a financial legacy that can
In the early to mid-1960s, less than half of US households had two working spouses. Today, 67% of US households are dual-income.
There are a lot of ways to define success. It’s not about money, but about how you can live your best life. Let’s talk about how you can define your own success.
Independence. Security. Trust. It’s why we want to work for you.
We are thrilled to share some exciting news with you! As of 2023, Rothschild Investment, LLC, and Sentinus, LLC, have come together to form Rothschild Wealth Partners. By joining forces, we can unite our legacies, strengthen our services, and present a bold new chapter for our firm—one built on nearly two centuries of expertise and trusted financial stewardship.
Through thoughtful discussions and collaboration, we’ve crafted a brand that not only honors our history but also points towards an exciting future. While our name and look have evolved, one thing remains unchanged: our commitment to delivering strategic financial advice and personalized support to help you achieve your goals.