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.


Uncommon Experience

Our approach has stood the test of time. We serve a carefully chosen group of like-minded families, still including our founder’s.

Strategic Investment Focus

We focus on long-term investment value creation: the return that actually accrues to a client, net of all forms of friction, not just the headline investment returns.

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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 United 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.

© 2017 Wealth Strategist Partners All rights reserved.