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What’s Your Picture of Wealthy and Successful?

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.

Who We Serve

Your life is about much more than money. However, your money can fulfill your dreams, enhance your lifestyle, and care for your family and community for generations. We focus on the financial details so you can enjoy your life. 

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

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

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)

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

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 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

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

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

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

We Help Elevate Your Dreams and Make Them a Reality

OUR FINANCIAL PLANNING PROCESS

You have plans. You have a life you want to live. You have the assets you think will get you there… but that also means you have questions. You have problems that need to be solved.

We’re here to solve them.

At Rothschild Wealth Partners, we understand that you want your questions answered. We work to understand your goals, get your assets in order, protect and nurture them, and help them grow. 

You want to know how you can live the life you’ve earned. We can get you there. That’s true financial planning.

OUR FINANCIAL PLANNING PROCESS

A Personalized Process for a Custom Plan

At Rothschild Wealth Partners, we genuinely believe in a client-focused approach to our advisory services. As our client, you come first. When you come to us, you are not only making a smart financial decision that will help you meet your goals and needs, you are putting your faith in us. That’s why we involve you in every step of the process and continuously communicate with you. You’ll know how and why your money is working for you.
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Define Your Goals

Our planning process begins by getting to know you and your family really well — your dreams and goals, your problems and successes, your fears and joys. Once we understand how you approach money and what you want to do with your wealth, then we get to work.
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Review Your Assets and Risks

Next, we’ll examine your income, assets, liabilities, investments and tax picture. If you own a business, we’ll review your retirement plans and succession plan. We’ll identify the financial gaps between what you have today and where you want to be in the future.
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Create a Custom Plan

From there, your personal team of advisors will design a wealth management plan tailored just for you that includes risk-appropriate and diversified investments, insurance solutions, philanthropy planning, estate planning, and smart tax strategies. For your business, we’ll make forward-thinking retirement plan and exit strategy recommendations.
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Monitor, Review, and Revise

Once we set your plan in action, we’re not done. We will continually monitor your investments and adjust as necessary. We’ll regularly meet with you to learn what’s changed in your life, and pivot your plan accordingly. We’ll keep an eye on your long-term goals and make sure you’re still on track to meet them.

Be Strategic With Your Money.

What does it mean to be strategic with your money? It means having a plan to understand it, protect it, and watch it grow.
Organize Your Money
You’ve accumulated it. We’ll make sense of it, and make a plan.
Grow Your Money
Smart, creative investments that help you strategically reach your goals and live your life
Protect Your Money
You’ve worked too hard not to protect what you’ve earned for you and your legacy.

Let Us Help Define Your Success

There are a lot of ways to define success. It’s not about money, but about how you can live your best life. Fill out the form below and let’s talk about how you can define your own success.

Chicago Wealth Management Firm For The Whole Country

You don’t need to be near to be close. We’re a wealth management firm based in Chicago that delivers custom, personalized, and empathetic service to clients across the country.

It doesn’t matter where you are. It only matters where you want to go.

Reach Out Today

Independence. Security. Trust. It’s why we want to work for you.

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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.

Reach Out Today

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.