Chicago Financial Advisors Downtown
Our Chicago Loop office provides tailored financial solutions for Chicago’s affluent business professionals and families. From wealth management and investment strategies to estate planning and business transitions, we focus on helping you secure and grow your financial future.
Wealth Management Services in Chicago
Standing tall alongside the renowned Willis Tower (or Sears Tower, depending on who you ask!), our Chicago City office seeks to provide a hub for us to serve high-net-worth business professionals, executives, and families who need support in planning and managing their wealth. As we stroll through Millennium Park or take in the sights along the River Walk, we often see business professionals rushing through their daily routines. Financial planning is the last thing they need on their plate. That’s where we come in.
About Rothschild
At Rothschild, we seek to help you manage your wealth. Whether you’re nearing retirement, creating wealth for future generations, a high-earning wealth builder, or a business owner, we want to help you delegate your financial planning responsibilities to a team that cares about helping you achieve your goals. That’s why we help clients to organize, grow, and protect their money. Since 1908, our team has helped individuals and businesses manage their finances, wealth, estate, insurance, business retirement plans, succession plans, and more.
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 what your money is, and what your goals are. From there we can start to plan.
Meet Our Chicago Loop Team
We have a team of fiduciary financial advisors in Chicago who are ready to help you reach your financial goals. Our team works with locals of The Loop, Gold Coast, Lincoln Park, River North, Lakeview, Streeterville, West Loop, and beyond to provide a customized financial planning experience.
Who We Help in Chicago and Nationwide
At Rothschild Wealth Partners, we proudly serve a diverse range of clients, including families with generational wealth, successful entrepreneurs, accomplished executives, and hard-working individuals who have steadily built their financial foundations. Our clients turn to us for guidance on alternative investments, tax strategies, estate and philanthropic planning, trustee services, and more. We also support businesses across Chicagoland with tailored employee financial solutions, as well as business succession, transition and exit planning.
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
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
I Am Too Illiquid For the Big Firms
Building a Legacy Beyond My Business
Speak to Our Fiduciary Financial Planners in Chicago
If you have questions or are interested in starting your financial journey with us today, reach out to us here. We’re always ready to help Chicago natives organize, grow, and protect their money now and in the future.
