Private Wealth Management
Private Banking
Bridging Wealth Management and Banking
Leverage a long-standing relationship between Burling Bank and Chicago Partners Wealth Advisors—two firms with decades of experience in the heart of Chicago.
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An all-inclusive financial experience, helping you meet your goals.
Investment Portfolio Design & Management
Tax Planning & Preparation
Insurance & Estate Planning
Private & Alternative Investments
Customizable Investment Strategies Built to Optimize Your Portfolio
Our team builds a customized, diversified portfolio dependent on your future goals, desired allocations, and risk tolerance. Whether you are seeking opportunities in traditional markets or exploring alternative investments, we apply a data-driven approach to identify and capitalize on growth opportunities while effectively managing risk.
- Public Market Equity Investments
- Fixed Income Investments
- Private & Alternative Investments
- Private Equity Investments
- Private Credit Investments
Learn how our Wealth Management services work:
Portfolio Audit:
Leverage Chicago Partners’ Portfolio Audit solution to minimize fees and costs and optimize your holdings, all while establishing a proper level of investment diversification.
Leverage Chicago Partners’ Portfolio Audit solution to minimize fees and costs and optimize your holdings, all while establishing a proper level of investment diversification.
Switching:
Move your assets to Chicago Partners’ custody with our simple onboarding process, incurring no additional fees along the way.
Move your assets to Chicago Partners’ custody with our simple onboarding process, incurring no additional fees along the way.
Private Wealth clients are supported by a credentialed advisor from Chicago Partners — always a CFA or CFP® — alongside their dedicated Burling banker. That advisor is backed by a team managing operations and portfolio oversight, ensuring day-to-day needs are handled efficiently.
While your banker and advisor serve as your main contacts, both firms work collaboratively to deliver a unified, seamless wealth management experience.
Chicago Partners was founded in 2008, starting with 100 clients and one 4-person office in Chicago. In the 16 years since, the Chicago Partners team has grown to over 55+ professionals serving over 2,500 clients of all types. With expertise ranging from investment selection to estate planning, Chicago Partners has the ability to assist any Burling Bank client.
Fiduciary Standard
Chicago Partners is a fiduciary advisor, always using the Fiduciary Standard for giving financial advice. The firm does not receive outside sales commissions, ensuring that all decisions made are in your best interest.
Chicago Partners is a fiduciary advisor, always using the Fiduciary Standard for giving financial advice. The firm does not receive outside sales commissions, ensuring that all decisions made are in your best interest.
Insights and Perspectives
What Is a Fiduciary, and Why Does It Matter?
The Role of a Wealth Manager: Your Partner in Financial Success
Alternative Investments vs. Private Investments: Avenues for Enhancing Portfolio Performance
Personal Finance 101: How to Teach Your Teen About Finances
The Power of a Low-Cost Portfolio
What is Private Wealth Management?
Investment management and advisory services are offered through Chicago Partners Wealth Advisors (CPWA), a Registered Investment Advisor. Burling Bank and Burling Wealth Management are not registered as a broker-dealer or as Registered Investment Advisors. All insurance products are offered through Chicago Partners Insurance Group (CPIG). Burling Bank and Burling Wealth Management do not sell insurance. CPWA is a separate entity from, and not an affiliate of, Burling Bank or Burling Wealth Management. CPIG is a separate entity from, and not an affiliate of, Burling Bank or Burling Wealth Management. CPWA and CIPG are not affiliated entities. Additional disclosure information can be found here.
Please Note Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if CP is engaged, or continues to be engaged, to provide investment advisory services.