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