Private Wealth Management Education

Informed Wealth Owners Make Better Decisions and More Effective Use of Their Advisors

Stuart Lucas co-founded and teaches in the University of Chicago Booth School of Business’ Private Wealth Management (PWM) program, a four-day executive education course exclusively for wealthy individuals and families.

Please read the important disclosures below.

The purpose of this website is for information distribution only and should not be construed as an offer to buy or sell services or advice. Wealth Strategist Partners, LLC (“Wealth Strategist Partners”, “we”, “us” or the “Firm”) is registered with the Securities and Exchange Commission (“SEC”) as an investment adviser. As brokerage and investment advisory services and fees differ, it is important for retail investors to understand the differences. This Form CRS is intended to provide retail investors with a summary of the relationship that we maintain with such individuals.