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.

On top of your relationship with Burling Bank and our bankers, Private Wealth Management clients will work directly with a credentialed advisor at Chicago Partners, always a Chartered Financial Analyst (CFA) or a Certified Financial Planner (CFP). This advisor will always be assisted by one or more secondary Chicago Partners advisors, who will handle account management, paperwork, and portfolio oversight.

While your Burling Banker and your Chicago Partners Advisor will be your primary points of contact, the Chicago Partners team is made up of advisors with a wide range of knowledge and expertise. Your personalized wealth management solution will be the culmination of input from a number of experienced advisors.

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.