We view your wealth as your most important business.
Serving as your Chief Investment Officer, Chicago Partners helps you create strategies that optimize your wealth. As the owner and CEO of your wealth, you are at the forefront of every decision.
Our focus is on optimizing our clients’ wealth.
When Jim Hagedorn and Anthony Halpin founded Chicago Partners, they began with a vision of serving as the go-to financial resource for clients.
We help our distinguished clients plan for each step on their road to long-term financial success – from investment questions to planning for next-generation wealth transfers and everything in-between.