Virtual & National Financial Advisor Services

If the last few years have thought us anything, it’s that we don’t need to be near to be close. We provide national financial planning services through virtual meetings and calls.

Virtual Wealth Management Services

We don’t believe that distance should impact your ability to receive carefully planned financial guidance and wealth management. That’s why we choose to offer our services virtually as well as in-person. Our team of fiduciary financial advisors work to help you achieve your financial goals and objectives. We firmly believe that we can help you achieve financial freedom through a carefully crafted strategy, regular remote meetings, and calls. 

About Rothschild Wealth Partners

Since 1908, we have been providing tailored financial advice and wealth management services to clients. Today, we are working with clients nationwide to help them plan a rewarding financial future. Whether you seek to plan for retirement, manage your investments, build wealth, or are a business owner who needs support in succession planning or exit planning, our team of fiduciary wealth advisors is ready to help. 

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.

Our Virtual Financial Planning Team

As mentioned, our wealth advisor team works with clients to help them organize, grow, and protect their money. You can discuss your current financial situation and outline your goals remotely from anywhere in the nation with one of our advisors. So, if you’re seeking help from highly credentialed fiduciary financial advisors who can provide personalized financial plans and solutions to suit your needs, you must look no further. 

Jonathan Kruger, ChFC, CLU

Managing Director, Wealth Advisor

Dan Knapp

Managing Director, Wealth Advisor

Ann Gunst, CFP®, CDFA, CPA®

Vice President, Wealth Advisor

Rob Dawson, CFP®

Managing Director, Wealth Advisor

Andrew Atseff, MBA

Managing Director, Wealth Advisor

Kyle DePasquale, MST

Managing Director and Partner

Tyler D. Qualio, J.D., CFP®

Managing Director and Partner

Phil Johnson, MBA

President and Partner

Richard F. Karger, MBA

Managing Director and Partner

Bart R. Bonga

Managing Director, Wealth Advisor

James A. Franke, CFA®

Managing Director and Partner

Luke J. Novak, AIF, JD

Managing Director, Wealth Advisor

Joel E. Solomon, JD, MBA

Managing Director and Partner

Stephen Bâby

Managing Director and Partner

Bill Brown

Vice President, Wealth Advisor

David Dickman, CFP®

Vice President and Partner

Christian P. Geringer, CFP®

Managing Director and Partner

Paul E. Geringer

Managing Director, Wealth Advisor

Daniel P. Hord, JD, CFA®

Managing Director, Wealth Advisor

Samuel P. Hord

Vice President, Wealth Advisor

Andy Janes, JD, CFA®

Executive Vice President, Portfolio Manager

Peter C. Jarrett, CFA®

Vice President, Wealth Advisor

Justin Monaco

Vice President, Retirement Plan Services

Nicholas Rubnitz, CFP®, CEPA®

Vice President, Wealth Advisor

Shea Rush

Vice President, Wealth Advisor

Chadwick J. Schlett, CFA® , MADS

Vice President, Wealth Advisor

Scott Sindelar

Executive Vice President, Portfolio Manager

Ladd E. Solomon, CFP®

Managing Director and Partner

Britton Reynolds, CEPA®

Vice President, Wealth Advisor

Jack Newhouse

Partner

Who We Help

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.

Rising professionals accumulating wealth while managing debt and planning for future expenses. These cautious investors seek long-term financial success and guidance to avoid mistakes and capitalize on opportunities.
Successful professionals with unexamined accumulated wealth scattered across multiple accounts. As they approach retirement, they seek strategic financial planning to coordinate their assets and prepare for the future.
Wealthy retirees with sufficient assets seeking low-risk, tailored investment strategies. They aim to participate in the market while mitigating downside risk and addressing longevity and inflation concerns.
High net worth individuals facing potential estate and inheritance tax challenges. They seek wealth transfer and philanthropic strategies to minimize their heirs’ tax burden.
Investors seeking unique opportunities to complement their existing portfolio. They’re interested in alternative investments and structured products for non-correlated ancillary returns.

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.

Tax-averse individuals seeking creative reduction strategies for income and estate taxes. They collaborate with accounting professionals to implement tools like gifting, tax loss harvesting, and Donor Advised Funds.
Successful but illiquid professionals overlooked by traditional banks and wire houses. They seek attentive, respectful wealth management services with the potential for increased future financial liquidity.
Entrepreneurs and family business owners seeking integrated financial planning for themselves, their families, and employees. They need guidance on retirement plans, business growth strategies, and exit planning to maximize value.

Speak to our Fiduciary Wealth Advisors Today

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 clients nationwide organize, grow, and protect their money now and in the future.

Start a Conversation

There are a lot of ways to define success. It’s not about money, but about how you can live your best life. Let’s talk about how you can define your own success.

Welcome to Rothschild Wealth Partners

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.