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It starts with a conversation. It leads toward better risk management. Employ customized insurance consulting to protect you and your family.
Insurance is often one of life’s necessary evils. But not everyone knows how to use it as a valuable tool. It’s very possible you have multiple insurance coverages from different agents and companies. Often, these policies are out of date or have conflicting tax, beneficiary and ownership considerations. By understanding your full insurance exposure, you can put it to work for you in the most effective way possible.
You might need to transfer your risks to stay with one company. It might make more sense to self-insure. But no matter what, insurance properly applied in a customized and creative manner can provide exceptional benefit.
Next, we’ll take a close look at the insurance coverages and carriers you currently have. We’ll review beneficiaries, identify conflicts, find any gaps, and see where you can save money.
Insurance protects you against risk…it shouldn’t be another financial risk. Our advisors make sure that insurance becomes an asset, and not a liability.
We get to know you. We understand where your exposures are, analyze them, identify conflicts, and keep you compliant with all regulations.
We’re built for you. We’re built to deliver the independent customized insurance solutions that give you more security and less risk.
You’ve worked hard for your money. You have plans for what you’ve earned. You’ve worked too hard to let the unexpected catch you flat-footed. We can’t plan for everything that happens in life, but at Rothschild Wealth Partners, we can prepare you for any situation.
Your assets and liabilities are not like anyone else’s. You require a customized insurance solution that manages your risks for today. You want to feel confident the carriers will be there when you need them. And as time passes and your wealth picture changes, we’ll be here to help adjust the protection level you need.
We create customized, personalized insurance solutions for clients across the country. From our central headquarters in Chicago, we connect, analyze, and deliver. Our advisors are here to protect your money so you can live your best life.
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.