hollylawho

Rob is great to work with and my family has trusted him for years. We followed him when he moved over to Chicago Partners Wealth Advisors and our satisfaction with him and the staff has remained outstanding. We highly recommend Rob and Chicago Partners Wealth Advisors as a whole!

Erin Riordan

I have had an extremely positive and valuable experience working with Chicago Partners. My financial advisors and planners are not only highly knowledgeable but also genuinely care about my individual well-being, making them a pleasure to work with. The team encourages me to ask any and all clarifying questions regarding my personal finances, budgeting, and investing. They ensure that I have a comprehensive understanding of the process, which alleviates any feelings of uncertainty or confusion. Additionally, Chicago Partners offers monthly webinars tailored for young investors that cover the basics of investing. This is an invaluable opportunity that is rare in the industry. The client services provided by Chicago Partners are exceptional; they foster a sense of community that feels more like family than a mere exchange of services. Since partnering with Chicago Partners, I feel confident and satisfied with my financial health and well-being. I have complete trust that my investments

Ted F

My wife and I are very happy with our team at Chicago Partners. I could go on about portfolio construction, tax awareness, Sharpe ratios and risk adjusted returns, but suffice it to say that I worked for many years with one of their big competitors on LaSalle St. and knowing what I know about the entire industry, I chose CPWA. They are all substance and no fluff. They work well with my accountant, attorney and insurance agents. Our three person team means that someone is always available and like the founder, Jim Hagedorn, our team are eminently prudent & trustworthy professionals, which is very, very important to us. They took great care of my elderly parents for many years and I am confident my children will say the same thing someday. Services Financial planning, Insurance purchase consulting, Retirement savings consulting, Investment advising