Jonathan Kruger, Managing Director and a Wealth Advisor at Rothschild Wealth Partners, has over 35 years of experience helping business owners and executives create dynamic tax planning strategies to help them achieve their long-term financial goals. By exploring cutting-edge ideas and long-standing tax planning programs, Jonathan has been helping successful executives and business owners take control of their financial future. He is committed to providing tailored plans specific to each business and individual by implementing an integrated wealth and generation planning approach that can help to influence financial destiny. Jonathan focuses on proactive tax planning as a foundational element to protecting and growing a legacy. He provides integrated wealth management to help fulfill his client’s long-term vision for their future, family, and business.
Jonathan lives in DuPage County, IL, with his wife. They are active in the community, supporting causes and projects that promote wellness and healthy living. Jonathan dedicates his time to serving on various non-profit Boards within the community. They have two wonderful grown children.