Private Wealth Management

Portfolio Audit:
Leverage Chicago Partners’ Portfolio Audit solution to minimize fees and costs and optimize your holdings, all while establishing a proper level of investment diversification.

Switching:
Move your assets to Chicago Partners’ custody with our simple onboarding process, incurring no additional fees along the way.

Private Wealth clients are supported by a credentialed advisor from Chicago Partners — always a CFA or CFP — alongside their dedicated Burling banker. That advisor is backed by a team managing operations and portfolio oversight, ensuring day-to-day needs are handled efficiently.

While your banker and advisor serve as your main contacts, both firms work collaboratively to deliver a unified, seamless wealth management experience.

Chicago Partners was founded in 2008, starting with 100 clients and one 4-person office in Chicago. In the 16 years since, the Chicago Partners team has grown to over 30 professionals serving over 1,900 investors of all types. With expertise ranging from investment selection to estate planning, Chicago Partners has the ability to assist any Burling Bank client.

Fiduciary Standard
Chicago Partners is a fiduciary advisor, always using the Fiduciary Standard for giving financial advice. The firm does not receive outside sales commissions, ensuring that all decisions made are in your best interest.