About Rothschild
As an independent financial advisory firm, Rothschild Wealth Partners is better able to effectively serve our clients’ needs.
A Century of Financial Stewardship
Founded in 1908, Rothschild has weathered market cycles, economic shifts, and global events while consistently delivering value to our clients. Our longevity is a testament to our unwavering commitment to prudent investments, thoughtful diversification, and careful risk management.
Through the decades, we’ve maintained our core values while adapting to meet the evolving needs of each generation. This unique blend of time-tested wisdom and forward-thinking approach has allowed us to build lasting relationships, often spanning multiple generations within families.
Two Legacies. One Vision.
In July 2023, Rothschild Investment and Sentinus joined forces to create Rothschild Wealth Partners. This union brought together Rothschild’s entrepreneurial spirit and Sentinus’ client-centric approach, forming an independent wealth management firm that’s truly focused on you.
With nearly $5 billion in combined assets, we’ve expanded our ability to serve you better. Our highly-credentialed team, led by industry veterans, is committed to providing personalized, relationship-driven service that helps you grow and protect your wealth. At Rothschild Wealth Partners, we’re not just managing your wealth, we’re partnering with you to build your financial future.
What We Value
It’s simple: you should know what your money is doing, and why. You should know what your advisor is saying, and why. You should know that they have your best interest in heart — because it is in their best interest, yes. But also because that’s why they are working at Rothschild Wealth Partners.
We’re built by people who got fed up at huge firms where client service meant checking boxes and advice meant pushing proprietary products. We’re here because we believe that the best things come from mutually beneficial partnerships based on independence.
Ready to Get Started?
Independence. Security. Trust. It’s why we want to work for you. Contact our team of wealth advisors today.
What We Believe
Our Principles
What Comes Next? Adaptation and Innovation
A Growing Firm With Deep Roots
At Rothschild Wealth Partners, our team is the heart of our success. We’ve cultivated a diverse group of talented professionals who blend decades of experience with fresh perspectives. Our wealth advisors are creative problem-solvers, dedicated to finding innovative solutions for your needs.
As we grow, we remain committed to maintaining the personalized service and deep client relationships that have defined us for over a century.
Leadership Team
Serving You Where You Are
We believe in meeting you where you are, literally and figuratively. Our locations in Chicago, Oak Brook, Denver, and Nashville, combined with our virtual capabilities, allow us to provide personalized financial guidance no matter where you’re located.
A Financial Advisory Firm That's Focused on You
Our independent financial advisory firm prides itself on doing right by our clients. Reach out to our team and let’s see how we can start protecting and growing your wealth.
