Rothschild Wealth Partners

Rothschild Wealth Partners

Financial-Services

Chicago, IL
United States
Company Tagline

Be Strategic With Your Money

Industry Category
Financial-Services
Company Description

Rothschild Wealth Partners, a distinguished name in financial services, stands as a beacon of strategic financial guidance. With a rich history dating back to 1908, Rothschild Wealth Partners has evolved into an employee-owned, full-spectrum boutique firm, managing over $6 billion in assets. The firm's enduring mission is to empower clients to understand and grow their wealth, while strategically implementing robust protection measures.

Located at 311 S. Wacker Drive, Suite 5900, Chicago, IL 60606, US, and 700 Commerce Dr, Suite 170, Oak Brook, Illinois 60523, US, Rothschild Wealth Partners distinguishes itself by offering customizable investment solutions tailored to affluent families, business owners, and executives. The firm adapts to alternative investments and employs proactive risk management strategies to safeguard against market downturns. Rothschild Wealth Partners is committed to continuous learning, ensuring clients receive the highest quality service and unlock their full financial potential.

Rothschild Wealth Partners helps clients navigate the complexities of wealth management, ensuring they make the most of their financial future. The firm’s dedication to providing personalized financial planning and investment advisory services makes it a trusted partner for those seeking to secure their financial legacy. We invite the manager of Rothschild Wealth Partners to create a customized and exclusive company showcase and product listing on our platform to further amplify their market presence.

Key Personnel / Employees
Eric Kolkey Mac O'Brien T. Andrew Janes J.D. CFA Tyler Qualio JD CFP

Compare Companies Side by Side

Compare Rothschild Wealth Partners with 3 companies in Financial-Services

4 Companies
Comparison Field
Rothschild Wealth Partners
Rothschild Wealth Partner...
Main Company
Hicks Capital Management
Hicks Capital Manage...
View Profile
Chamberlain Group Financial Services
Chamberlain Group Fi...
View Profile
Realta Wealth
Realta Wealth
View Profile
Founded Year
2011 1975 1989
Company Size
2-10 11-50 11-50
City
Chicago, IL Columbus, Ohio Irvine, CA Wilmington, Delaware
Country
United States United States United States United States
Skills & Keywords Comparing with main company
24 Total Skills
Wealth Management Financial Planning Investment Advisory Retirement Planning Estate Planning Risk Management Financial Services Investment Advisory - Equity & Fixed Income Corporate Retirement Plans Corporate Retirement Plan Insurance Planning Financial Planner Financial Planner Chicago Fiduciary Advisor CERTIFIED FINANCIAL PLANNERS® Investment Management Succession Planning Exit/Transition Planning Fee-Only Financial Planner Chicago Financial Planner Employee Stock Ownership Plans 401K Direct Indexing Alternative Investments
17 Total 4 Common 13 Unique
Match 17%
Common Skills:
Financial Planning Financial Services Retirement Planning Wealth Management
Unique Skills:
Asset Allocation Asset Management Business Succession Planning Business Tax Strategies Capital Management Charitable Planning +7
5 Total 5 Unique
Unique Skills:
Executive Benefits Insurance Optimization Life Insurance Non-qualified Plans Retirement Plans
16 Total 3 Common 13 Unique
Match 13%
Common Skills:
Financial Services Risk Management Wealth Management
Unique Skills:
Asset Management Broker-Dealer Business Planning Business Sucession & Protection Planning College Planning IBD +7
4
Total Companies
1975
Oldest Founded
1
Countries
52
Unique Skills

Similar Companies

Other organizations in the same industry

Straetus Zwolle
Financial-Services

Wij zorgen ervoor dat u sneller uw geld krijgt! ★ Straetus ★ Debiteurenbeheer ★ Incasso ★

Zwolle, Overijssel
Netherlands
QX Financial
Financial-Services

Helping individuals, families, and small businesses across the nation build tax-free wealth and secu...

Orange, California
United States
Heightss
Financial-Services

Invest Smarter. Trade Freely. All in One Place.

Tellox Finansservice AB
Financial-Services

- with focus on financialsystems.

11329, Stockholm

Alternative Company Names

This company is also known as

Rothschild Wealth Partners 罗斯柴尔德财富伙伴 रोथschild वेल्थ पार्टनर्स روتشيلد ويلث بارتنرز রথচাইল্ড ওয়েলথ পার্টনার্স Ротшильд Велс Партнерс