New Resource:

Our Clients Are Organizing Growing Protecting
Their Wealth

At Rothschild Wealth Partners™, our success is dependent on yours.

Your Wealth. Your Legacy. Our Responsibility

We believe thoughtful financial stewardship begins with trust, discipline, and aligned interests. As an independent, high-touch wealth management firm, our mission is to deliver objective advice and long-term strategy with your best interest at the center of every decision.

Our work is rooted in a simple philosophy: when we manage your wealth with the same rigor and responsibility as our own, everyone succeeds. We earn our clients’ confidence by building enduring relationships, delivering clear advice, and focusing on what truly matters—your goals, your legacy, and your peace of mind.

You’ve accumulated it. We’ll make sense of it, and make a solid, custom plan.

A four-pronged approach to navigate an increasingly complex market.

You’ve worked too hard not to protect what you’ve earned for you, your family, and your legacy.

Awards and Recognition

Read our important award disclosures.

Advising Clients Since 1908

Founded in 1908 by Monroe Rothschild and Samuel Karger, Rothschild Wealth Partners has stood for consistency, discretion, and personalized financial guidance for more than a century.

Built on a foundation of financial conservatism, integrity, and independent thinking, the firm has evolved through generations of leadership and strategic partnerships—including its 2023 merger with Sentinus.

Today, we continue to serve individuals, families, and business owners with the same unwavering commitment to bespoke advisory services, thoughtful investment strategy, and long-term relationship-building that defined our earliest days.

Integrated Services to Help You Protect Your Money

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.

Investment Management

Plan first. Build a mindful portfolio. Be nimble and responsive. Enjoy.

Estate and Philanthropic Planning

Protect and grow what you’ve built for generations to come.

Financial Planning

Start by understanding where you are today, where you want to be, and how you will get there.

Customized Insurance Solutions

Resolve conflicts, help solve tax issues, and manage insurance over time.

Multi-Family Office

Focus on what matters most to you with bespoke wealth management services.

Investment Management

Plan first. Build a mindful portfolio. Be nimble and responsive. Enjoy.

Estate and Philanthropic Planning

Protect and grow what you’ve built for generations to come.

Financial Planning

Start by understanding where you are today, where you want to be, and how you will get there.

Customized Insurance Solutions

Resolve conflicts, help solve tax issues, and manage insurance over time.

Multi-Family Office

Focus on what matters most to you with bespoke wealth management services.

Business Services to Help Your Company and Employees Grow

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.

Corporate Retirement Plan Consulting

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.

Business Succession

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.

How Does It Start? By Making Sense of Your Money.

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.

Who We Serve

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, family wealth transfer 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.

On My Way

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.

How Did I Get Here?

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.

I've Made It, Now Don't Lose It

Wealthy retirees with sufficient assets seeking lower-risk, tailored investment strategies. They aim to participate in the market while mitigating downside risk and addressing longevity and inflation concerns.

Too Wealthy (For the IRS)

High net worth individuals facing potential estate and inheritance tax challenges. They seek wealth transfer and philanthropic strategies to help minimize their heirs’ tax burden.

Looking For Something Unique and Creative

Investors seeking unique opportunities to complement their existing portfolio. They’re interested in alternative investments and structured products for non-correlated ancillary returns.

Life Has Changed

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.

I Hate Taxes

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.

I Am Too Illiquid For the Big Firms

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.

Building a Legacy Beyond My Business

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.

The Benefits of Working with an Independent Fiduciary

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.

Chicago Wealth Management Firm for the Whole Country

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.

Leadership Team

Frank Brumfield

Board Member

Curtis Ellergodt, CPA, MBA

Chief Financial Officer and Partner

James A. Franke, CFA®

Managing Director and Partner

Jim Hays

Board Member

Phil Johnson, MBA

President and Partner

Sean Kelly

Vice Chairman and Board Member

Vaughn Moore

Board Member

Mac O’Brien

Chief Growth Officer and Partner

Tyler D. Qualio, JD, CFP®

Managing Director and Partner

Owen Schnaper

Chairman and Board Member

John W. Simmons

Chief Investment Officer

Joel E. Solomon, JD, MBA

Managing Director and Partner

Our Latest Financial Insights

More of the Same: Oil Prices, Interest Rates, and Inflation Set the Pace in Q3 2026

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November 5, 2026

The third quarter of 2026 brought modest gains for U.S. equities amid rising oil prices, persistent inflation, and tighter Federal Reserve policy. While the S&P 500 remained relatively resilient, higher Treasury yields pressured bond markets, and ongoing tensions in the Persian Gulf continued to affect energy costs. Rothschild Wealth Partners examines the economic forces shaping markets, the influence of AI infrastructure investment, and what investors may want to consider as the year draws to a close.

Qualified Small Business Stock (QSBS) after the 2025 Tax Law

Qualified Small Business Stock After the 2025 Tax Law: Excluding More Gain at Exit

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October 14, 2026

Qualified small business stock is now more generous. See how the 2025 tax law’s new tiers, higher caps, and shorter holding period can reduce tax at exit.

A Higher Estate Tax Exemption Is Permanent under Current Law: What the $15 Million Threshold Means for Your Plan

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October 2, 2026

The federal estate tax exemption 2026 is $15 million per person. What it means for gifting, trusts, and Illinois families and why to review your plan.

More of the Same: Oil Prices, Interest Rates, and Inflation Set the Pace in Q3 2026

•

November 5, 2026

Qualified Small Business Stock After the 2025 Tax Law: Excluding More Gain at Exit

•

October 14, 2026

Qualified Small Business Stock After the 2025 Tax Law: Excluding More Gain at Exit

•

October 14, 2026

Qualified small business stock is now more generous. See how the 2025 tax law’s new tiers, higher caps, and shorter holding period can reduce tax at exit.

Ready to Make the Most of Your Money?

Fill out the form below to start the conversation and evaluation of what you need and want. Let us help you plan the next stage of your life.

Let Us Help Define Your Success

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.

Our Clients Are Organizing Growing Protecting Their Wealth

Your Wealth. Your Legacy. Our Responsibility

Awards and Recognition

Awards and Recognition

Advising Clients Since 1908

Integrated Services to Help You Protect Your Money

Investment Management

Estate and Philanthropic Planning​

Financial Planning

Customized Insurance Solutions

Multi-Family Office

Investment Management

Estate and Philanthropic Planning​

Financial Planning

Customized Insurance Solutions

Multi-Family Office

Business Services to Help Your Company and Employees Grow

Corporate Retirement Plan Consulting

Business Succession

How Does It Start? By Making Sense of Your Money.

Who We Serve

On My Way

How Did I Get Here?

I've Made It, Now Don't Lose It

Too Wealthy (For the IRS)

Looking For Something Unique and Creative

Life Has Changed

I Hate Taxes

I Am Too Illiquid For the Big Firms

Building a Legacy Beyond My Business

The Benefits of Working with an Independent Fiduciary

Chicago Wealth Management Firm for the Whole Country

Leadership Team

Our Latest Financial Insights

Let Us Help Define Your Success

Reach Out Today

Services for Individuals

Services for Business

Who We Serve

About

Start a Conversation

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Our Clients Are Organizing Growing Protecting
Their Wealth

Estate and Philanthropic Planning

Estate and Philanthropic Planning