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PLAN FOR RETIREMENT
Our Financial Advisors help you plan your investments around life events that hold real meaning for you, and connect you to your investment strategy in a revealing and personal way.
MANAGE INVESTMENTS
Our investment professionals help you navigate the increasingly complex investing landscape with deep experience, vast resources, and unmatched personal attention.
PAY FOR COLLEGE
Next to buying a home, the cost of a college education is one of the biggest expenses a family will incur. Knowing all the options available is key to a sound education savings plan.
TRANSFER YOUR WEALTH
No matter your age or net worth, you need an estate plan to protect yourself and your loved ones, and to ensure your wealth is distributed according to your wishes.
PROTECT YOUR FAMILY
Insurance can used to protect a surviving spouse and family, finance long-term care, can be useful as a tool to provide estate tax liquidity, and much more.
GIVE TO CHARITY
There are many complex vehicles through which to give. Understanding the tax advantages associated with them will help you give more wisely and help expand your giving power.
Today, Wintrust Wealth Management consists of four companies working in concert with each other to serve the wealth management needs of individuals, business owners, and institutions. Collectively, Wintrust Investments, The Wintrust Private Trust Company, Great Lakes Advisors, and Chicago Deferred Exchange Company provide comprehensive brokerage and insurance, trust and estate, and portfolio management solutions with the highest standards of service and integrity in the industry. And we can work with Wintrust Private Client to provide private banking services for clients seeking tailored credit and deposit solutions.
Get to know Wintrust Wealth Management:
How May We Help You
WINTRUST INVESTMENTS
Investments & Insurance
WINTRUST INVESTMENTS
Investments & Insurance
The Financial Advisors of Wintrust Investments offer investment planning and comprehensive brokerage and insurance solutions.
WINTRUST PRIVATE TRUST COMPANY
Trust & Estate Services
WINTRUST PRIVATE TRUST COMPANY
Trust & Estate Services
The Trust Administrators of Wintrust Private Trust Company, N.A. have been serving the trust and estate planning needs of families and institutions for over a generation.
GREAT LAKES ADVISORS
Asset Management
GREAT LAKES ADVISORS
Asset Management
The Portfolio Managers of Great Lakes Advisors offer customized, proprietary asset management services to private clients and institutions.
