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

It’s Your Money. Let’s Take Care Of It.

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.

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

Advising Clients Since 1908

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.

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, 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, 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.

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.

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, 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.

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

Managing Director and Partner
President and Partner
Managing Director and Partner
Managing Director and Partner

Our Latest Financial Insights

The third quarter of 2024 has brought significant changes to the economic and market environment, particularly with the US Federal Reserve finally

Wealth Management Firm Builds on Legacy and Innovation CHICAGO, IL (October 28, 2024)—Rothschild Investment LLC, a firm synonymous with wealth management since

Let’s talk about Mark (not his real name). Mark has spent years building a successful logistics company, moving goods across the region,

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.

Start a Conversation

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.

Welcome to Rothschild Wealth Partners

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.