Northbrook Financial Advisors
Serving Northbrook and the surrounding North Shore communities, we partner with high-net-worth individuals and family-owned businesses 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.
Northbrook Wealth Management Services
Located in one of Chicago’s most desirable North Shore communities, our Northbrook advisors support the area’s high-net-worth individuals and families with wealth management and financial planning designed to fit their unique needs. Whether you’re enjoying the tree-lined streets of your neighborhood or the ambience of the Chicago Botanic Garden, we know Northbrook’s residents work hard and value both community and quality of life. That’s why our team is committed to simplifying the financial side of life so you can focus on what matters most to you.
About Rothschild
At Rothschild Wealth Partners™, we aim to help local residents manage their finances with confidence. Our Northbrook team specializes in serving high-net-worth professionals, multi-generational families, business owners planning their exits, and couples approaching retirement. That’s why we help clients organize, grow, and protect their money. Since 1908, our client-first approach has remained unchanged, even as the financial landscape has evolved around us.
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 Northbrook Wealth Advisors
Our Northbrook 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 Northbrook, Deerfield, Glencoe, Lake Forest, and throughout Chicago’s North Shore.
Who We Help in Northbrook and Nationwide
Rothschild Wealth Partners™ serves clients across various groups, 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, estate and philanthropic planning, trustee services, and more. We also support businesses across Northbrook with corporate retirement plan consulting and 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 Northbrook Wealth Advisor
If you have questions or are interested in starting your financial journey with us today, reach out to us today. We’re always ready to help North Shore residents organize, grow, and protect their money now and in the future.
