Jonathan Kruger, ChFC, CLU

Managing Director, Wealth Advisor

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.

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Our Independent Financial Advisory Team

We believe that our strength lies in our team. We bring together a diverse group of financial professionals, each with their own skills and experiences, to help you organize, protect, and grow your money.

Live your best financial life with the help of a true independent fiduciary like Rothschild Wealth Partners. 

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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.

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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.