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Investment and asset analysis. True financial planning to help give you clarity, calm, and a clear path forward.
For years, you’ve had assets collecting and growing in a multitude of accounts. Different brokers, different agents, different corporate plans, different banks. You may not have visibility into everything your money is doing. That’s a problem. That’s a risk. It doesn’t have to be.
We can get your money organized so you have full visibility and transparency, minimizing risk and maximizing its usefulness. Investment and asset analysis gives you the information you need to have peace of mind. Here’s how it works.
Is it possible to bring any accounts together? Can we get retirement plans in one place? Is there money in different accounts that could earn more interest together or at least not cancel each other out? How can we lower any tax risks?
If possible, we’ll consolidate. Doing so makes your money easier to manage, and makes it work better.
Once we have that clarity, we can establish a plan forward. We can help to design paths to invest better, shelter better, and grow more. We can figure out better options to protect your money.
Your assets can be a maze. We’ll make them a straight line. We’ll clear a path for something better.
Don’t spend every night worrying about where your money is. Spend every day enjoying what you’ve earned.
It takes a certain kind of advisor to help you organize your money. They have to be detectives, analysts, and really good listeners. They have to want to solve problems. They have to be committed to helping you make sense of your money so you can make the most of it.
That’s what we have at Rothschild Wealth Partners: a team of talented people from a multitude of disciplines who truly value service. Our success depends on your success. Our satisfaction depends on helping you be happier.
No matter where you are, you can have access to a partner committed to your financial growth. From our offices in Chicago, Oak Brook, Denver, and Nashville, we help clients across the country grow, manage, and protect their wealth. We’re an investment firm in Chicago that’s here for our clients…wherever they are.
Organizing your money is just one part of our three-part strategy to maximize the rest of your life.
You’ve worked too hard not to protect what you’ve earned for you and your legacy.
Fill out the form below to start the conversation and evaluation of what you need and want. Let us help you plan the next stage of your 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.
