Chicago Partners Wealth Advisors is a Chicago-based, fee-only registered investment advisor (RIA) managing over $5.1 billion in assets for more than 2,000 clients since its founding in 2002. The firm specializes in serving high-net-worth individuals, family offices, corporations, and institutions, offering a comprehensive suite of services including portfolio audits, investment management, tax planning, advanced financial planning, and private client services. Their proprietary 5-Step Wealth Optimization Process is designed to tailor strategies to each client’s unique financial goals, encompassing detailed portfolio analysis, tax-efficient investment strategies, and personalized financial planning. Chicago Partners emphasizes a fiduciary commitment, ensuring that all advice and services are aligned with the client’s best interests. Clients also benefit from access to digital tools like the eMoney Wealth Management System and the Chicago Partners App, facilitating real-time oversight and engagement with their financial plans.