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You have built a successful business, worked your way up the ladder, or have just been fortunate in your opportunities or situation. Now it is time to use wisely what you have gained, and to plan for your future and for those who will come after you. You need a partner that understands your particular situation and can help you see the future clearly.
At Partners Wealth Management, our clients are as diverse as their needs, and we are entrusted by each one of them to provide objective, individualized guidance for their financial future.
It would be our privilege to work with you and to help plan for your family, your business, and your peace of mind. Use our site to acquaint yourself with our services and how we can secure your future. Contact Us for a personalized and confidential evaluation to determine if Partners Wealth Management is a good fit for you.
What is wealth management?
Why do I need wealth management?
How do I get started?
Who is NFP?
How long has PWM been in business?
What are your credentials?
How does PWM get paid?
Where are you located?
Who do you represent?
What about confidentiality?
What affiliated companies do you work with?
Are references available?
Do you accept clients outside of Illinois?
Why should I hire PWM when I can hire the same money managers myself?
Who is a typical client?
What services and products do you offer?
What is wealth management?
We define wealth management as a holistic, multi-disciplinary approach to planning. The unique process we utilize brings clarity and confidence to a client that was lacking previous to the PWM experience. For an individual, the result might be the comfort in knowing that retirement has been secured. For a business, our process would likely provide the owner with the certainty that all employee and executive benefits are being maximized for the recruitment and retention of employees, while minimizing costs. To learn more about our approach, please click on Our Services.
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Why do I need wealth management?
Either you manage your wealth or it will manage you. Our sole purpose is to ensure that your plan is completely customized for your benefit. The options for investing in and securing your future are almost endless, and can be confusing and overwhelming if you don’t have an independent advisor to guide you through a planning process.
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How do I get started?
Contact us by picking up the phone and talking to one of our advisors. Or if you would like, click on Contact Us to send a quick email, and a member of our team will be in touch with you. There is no cost for an initial consultation, and we can help you determine whether or not PWM is a good fit for you.
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Who is NFP?
National Financial Partners is a leading independent distributor of financial services with a nationwide network of more than 300 wealth management firms. We share in the intellectual capital and sophisticated resources they offer, while being able to maintain an individualized level of service that our clients demand. NFP provides our firm with the access, support, and technology solutions typically available to only the largest corporations. With these resources, we facilitate the complex corporate and personal financial decisions our clients must make. NFP is a member of the New York Stock Exchange and the Russell 3000 Index.
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How long has PWM been in business?
Our roots in wealth management began in 1991.
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What are your credentials?
Our team has over a century of combined experience in wealth management, and you will find that every member of our firm either holds or is working towards licensing and credentials for their unique position within PWM. By clicking on Our Leadership, you can read about each individual and the experience and credentials they have to offer.
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How does PWM get paid?
Clients primarily pay us through a consulting fee. This fee is typically a flat fee for the agreed upon service being provided. Each client’s situation is unique, so there is no standard fee to quote a prospective client. However, after an initial conversation with you about your specific situation, we will prepare a written proposal describing in plain English what services we would provide, the benefits for you, and the associated cost.
In some cases, clients may not be interested in comprehensive planning, but instead need assistance with a specific financial situation. If that is the case, we will discuss our means of compensation prior to your engagement with PWM.
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Where are you located?
Our firm's headquarters are located in Naperville, Illinois – a suburb of Chicago. Please click here for a map and detailed driving instructions. We also have an office in Portland, Oregon.
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Who do you represent?
We represent you - our client. As a member of a registered investment advisory firm, we have a fiduciary responsibility to guide and advise you on all matters concerning your wealth. Unlike many other advisors or brokers you may have worked with in the past, we are in full alignment with you. We do not represent insurance companies, money managers, mutual funds, banks, trust companies, mortgage companies, attorneys, CPAs, etc. You are our sole focus.
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What about confidentiality?
Our fiduciary responsibility demands that we hold your personal matters in the utmost confidence. We have policies and practices in place to protect your privacy and also to protect the security and confidentiality of the financial transactions you entrust to us. If you would like a copy of our privacy statement, please click on Forms.
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What affiliated companies do you work with?
We only work with companies that have gone through a significant due diligence process and provide our clients with the highest level of experience, reputation, and service.
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Are references available?
Absolutely. We have many clients who are more than willing to take the time to share with you how PWM has brought value to their life and/or business.
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Do you accept clients outside of Illinois?
Yes, we do. Our clients reside all over the United States and in many countries around the world. We make a 2,500-mile relationship as seamless as the relationship we have with clients who live next door.
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Why should I hire PWM when I can hire the same
money managers myself?
The reality is that many of the money managers and other resources we have access to are not available unless you are working with a boutique firm, like ours, that is focused on the wealth management needs of the affluent. In some cases, you may have access to certain money managers, but still desire the services of a reliable, trustworthy advisor who is an expert in wealth planning, who puts your needs first, and is not subject to conflicts of interest. Your team at Partners Wealth Management has a fiduciary responsibility to ensure that you are investing wisely and we are always available to discuss your situation, your portfolio and the financial markets with you in person, via telephone or by e-mail.
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Who is a typical client?
A typical client is someone of affluence looking to integrate all aspects of their wealth to secure their future and that of those they love. They may be worried about protecting their wealth from liability; concerned about how to pass on their wealth to their children and grandchildren while minimizing estate taxes; uncertain on how to invest their wealth strategically for the future; unhappy with a broker that works on commissions; or uneasy about the succession plan for their business.
Our Case Studies examine a variety of typical client situations, and explain in detail how PWM works to provide innovative solutions.
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What services and products do you offer?
Our core services are personal planning, business planning and investment management. Once the planning process has been completed, it is time for implementation. You will determine how you would like to proceed at that time. We have the resources to provide an integrated solution that will help to secure your future financially and offer you peace of mind, whether we work with your present advisors or if you entrust it to us.
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