Our Experienced Team

Wealth Strategist Partners’ approach has stood the test of time. Our firm began as a single family investment office, managing capital for our founding family. For more than 20 years, we have provided investment and wealth advisory services to a carefully chosen group of like-minded families, still including the founding family.

Leadership

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  • contact@wspcio.com   
  • Phone: (312) 863-6080
  • Two Prudential Plaza 180 North Stetson Avenue, Suite 1310 Chicago, IL 60601

Please read the important disclosures below.

Wealth Strategist Partners is an investment adviser registered with the United States Securities and Exchange Commission. Such registration does not imply that the Firm is recommended or approved by the Unites States government or any regulatory agency. Wealth Strategist Partners may only transact business or render personalized investment advice in those states and international jurisdictions where it is registered, has notice filed, or is otherwise excluded or exempted from registration requirements. The purpose of this website is for information distribution only and should not be construed as an offer to buy or sell securities or to offer investment advice. Past results are no guarantee of future results and no representation is made that a client will or is likely to achieve results that are similar to those described. An investor should consider his or her investment objectives, risks, charges and expenses carefully before investing. Please refer to Wealth Strategist Partners’ ADV Part 2 for additional information and risks.

Information included regarding assets under management and portfolio companies at a prior investment firm are included for informational purposes only in order to demonstrate both business and sector experience. Further, Wealth Strategist Partners has no ability to affect or influence the performance of prior investments at the prior investment firm as the members of the Wealth Strategist Partners team are no longer affiliated with the prior investment firm. Other personnel from the prior investment firm were involved with and provided material assistance with respect to the investments at the prior investment firm and are not part of the Wealth Strategist Partners team.

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