Deerfield Financial Advisors
Serving Deerfield and the surrounding Lake County and North Shore communities, we partner with high-net-worth individuals and families who value personalized financial stewardship. Our team provides integrated wealth management, sophisticated investment strategies, multi-generational planning, and business transition services designed to preserve and grow what you’ve worked hard to build.
Deerfield Wealth Management Services
Our Deerfield financial advisors support high-net-worth individuals, families, and retirees across Deerfield and Lake County with wealth management and financial planning built around their specific needs. Whether you’re approaching retirement or planning how to pass on what you’ve built, our team aims to simplify the financial side of life so you can focus on what matters most.
About Rothschild
Rothschild Wealth Partners™ has been guiding clients through their financial lives since 1908. Our Deerfield team carries that same approach forward, working with high-net-worth professionals, multi-generational families, business owners planning their exits, and couples preparing for retirement. The work comes down to three things we do for every client: help them organize their money, grow it, and protect it. The financial world has changed enormously over more than a century. Our commitment to putting clients first has not.
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 Deerfield Wealth Advisors
Our Deerfield advisors stand ready to partner with you on your wealth management journey. From coordinating insurance strategies and retirement planning to navigating business transitions, we provide the knowledge and personal attention your financial life deserves. We’re honored to serve families and businesses in Deerfield, Highland Park, Bannockburn, Riverwoods, and throughout Chicago’s North Shore.
Who We Help in Deerfield and Nationwide
Most people come to us with a decision in front of them. Whether to retire now or in three years. What to do with the proceeds from selling a company. How to pass money to children without it doing more harm than good. How to bring scattered accounts into something that finally makes sense. The work starts there, with the actual question, and we build from it through alternative investments, estate and philanthropic planning, trustee services, and more. We also work with Deerfield-area businesses on corporate retirement plan consulting, 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
Get in Touch With a Deerfield Wealth Advisor
Have a question, or ready to start? Reach out and we’ll take it from there. We’re here to help couples, families, and business owners across Deerfield and Lake County organize, grow, and protect their money.
