Get Started With Our Team of Advisors
No matter what stage of life you are in, you will always look towards the future. You may even ask, “What will retirement look like for me?” or “Will I have enough money to put my kids through college.” Sometimes, it takes time to figure out where to start! Let’s schedule some time to connect with a team member to help you find your footing, whatever your financial goals may be; a sound financial plan can help you live a satisfying life today and into the future.
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More Ways to Connect With Us
Are We The Right Fit?
You might not fit exactly into one of these buckets. You might fit into parts of all of them. We know no two situations are alike. There’s no one with your same financial needs, goals, and challenges.
That’s why our whole job is to get to know everything we can. Because you aren’t a case study. You’re just you.
On My Way
On My Way
These clients are starting to accumulate wealth but they are fighting their way through the headwinds of school debt, mortgages that are often a little bit of a stretch, their kids’ college education down the road, and being in high-demand professional positions. They know they are on their way to meaningful wealth in the future and do not want to make mistakes or miss opportunities in the meantime.
These clients are...
- Rising professionals accumulating wealth
- Managing debt while planning future expenses
- Cautious investors seeking long-term financial success
How Did I Get Here?
How Did I Get Here?
These clients have put their head down and worked hard for years. Between family obligations and work demands, they have not had much time to take stock of what they have accumulated. They know it’s piling up, and they’ve hit a point where they frankly ask themselves, “Wow, how did I get here?” As they look back over the years, they realize they may have meaningful piles of money scattered throughout a maze of different corporate plans, brokerage houses and bank accounts. They are hitting the home stretch of high-earning years and want a strategic and coordinated plan for what they have accumulated… and for what is yet to come.
These clients are...
- Successful professionals with unexamined accumulated wealth
- Juggling assets across multiple accounts
- Nearing retirement, seeking strategic financial planning
I've Made It, Now Don't Lose It
I've Made It, Now Don't Lose It
These fortunate clients feel they have enough wealth to accomplish everything they want to do in retirement. They want to be market participants, not only because they know longevity and inflation risks are real, but also because they just feel they should. That being said, they do not want to take the risks typically associated with the stock market. We help these clients model a great financial lifestyle and build portfolios that focus on mitigating downside risk while delivering tailored returns.
These clients are...
- Wealthy retirees with sufficient assets
- Market-cautious, aware of longevity and inflation
- Seeking low-risk, tailored investment strategies
Too Wealthy (For the IRS)
Too Wealthy (For the IRS)
This is by far the oddest description of any of our clients… who can be “too wealthy”? We are, of course, being a little tongue and cheek, but in the eyes of the IRS and some state governments, a person can be too wealthy. Estate, inheritance and death taxes can be a real problem for many clients. The good news is there are proven and accepted gifting, wealth transfer and philanthropic techniques available to those who want to explore them. Using these tools we help these clients structure their affairs in a strategic manner that can reduce or, in some limited cases, eliminate the taxes their heirs will face after they pass away.
These clients are...
- High net worth facing potential tax challenges
- Seeking wealth transfer and philanthropic strategies
- Aiming to minimize their heirs' tax burden
Looking For Something Unique and Creative
Looking For Something Unique and Creative
This client comes to us with an itch to scratch. They often are relatively happy with their current advisor and financial situation, but they are longing for something unique, new, creative, and different to complement what else they’re doing with their money. This is where custom structured notes and alternative investments like private equity, real estate, venture capital, and hedge funds can provide an excellent source of non-correlated ancillary returns for a client.
These clients are...
- Investors seeking unique investment opportunities
- Desiring complementary strategies to an existing portfolio
- Interested in alternative and structured investments
Life Has Changed
Life Has Changed
Life changes happen… in fact we knew an advisor who said there are 19 different major life changes that typically impact a person’s financial situation. We are not sure if a specific number can ever truly be determined, but at Rothschild Wealth Partners, we help new and existing clients adjust and ultimately thrive in the face of both positive and negative life changes. Examples include the sale of a company, a divorce, the death of loved one, the receipt of a large inheritance or settlement, a fantastic promotion, an IPO… the list goes on and on. In all of these cases, the thread that ties them together is a change has happened and a client needs to respond in a way that is thoughtful, strategic and advantageous.
These clients are...
- Individuals experiencing major life transitions
- Adapting finances to positive and negative changes
- Seeking strategic guidance for new circumstances
I Hate Taxes
I Hate Taxes
Who doesn’t hate taxes? Of course, none of our clients are particularly big fans of taxes, but some are especially passionate in their distaste. Whether a client is extremely focused on income and estate tax reduction or mildly so, our job is to bring creative solutions that can be analyzed in a collaborative manner with the client’s accounting professional. Tools utilized in this arena can include gifting, tax loss harvesting, Donor Advised Funds, and more.
These clients are...
- Tax-averse individuals seeking reduction strategies
- Collaborating with accountants for creative solutions
- Using gifting, harvesting, and philanthropic tools
I Am Too Illiquid For the Big Firms
I Am Too Illiquid For the Big Firms
These clients are by all accounts, financially successful. Unfortunately (or fortunately for us) they are foolishly considered too illiquid for the big banks and wire houses. As a result they are often treated in a discounted and disinterested fashion when it comes to their portfolio. At Rothschild Wealth Partners, our integrated approach allows us the opportunity to serve all of our clients with the respect and attention they deserve and the best part is our history has shown that by providing this excellent service throughout the life of the relationship with the client, we are ultimately rewarded when then become wonderfully liquid clients of our firm in the future!
These clients are...
- Successful but illiquid professionals overlooked by banks
- Seeking attentive, respectful wealth management services
- Poised for increased future financial liquidity
Building a Legacy Beyond My Business
Building a Legacy Beyond My Business
This client is an entrepreneur or head of a small to mid-size family business who understands that quality financial planning is essential for them, their family, and their employees. These clients need a trusted partner to advise them on qualified and nonqualified retirement plans so their employees can grow. And when it’s time to move on or monetize the sweat equity they’ve put into their business, we’ll walk with them every step of the way through custom succession, transition, and exit plans. With Rothschild Wealth Partners by your side, these clients can confidently focus on other important areas of running their business.
These clients are...
- Entrepreneurs and family business owners seeking integrated financial planning
- Looking for guidance on employee retirement plans and business growth strategies
- Planning for business succession and maximizing value in preparation for exit
Serving You Where You Are
We believe in meeting you where you are, literally and figuratively. Our locations in Chicago and the surrounding area, combined with our virtual capabilities, allow us to provide personalized financial guidance no matter where you’re located.
Situated in downtown Chicago, our team of wealth advisors are adept at addressing the financial challenges of high-earning professionals and Chicagoland businesses.
Our Oak Brook office is the heart of our Chicagoland operations. Our team of wealth advisors specializes in guiding couples nearing retirement and multi-generational families toward their financial goals.
At our Denver office, we provide tailored financial solutions for Colorado’s successful professionals, families, and businesses.
Our Nashville office provides custom-tailored financial solutions for Nashville’s thriving professionals, families, and business owners.
While based in Chicago, our financial advisory team is able to deliver customized, emphatic service to clients across the country. It doesn’t matter where you are. It only matters where you want to go.
