Wealth Strategist Partners

Financial Services, 180 N Stetson Ave Ste 1310, Chicago, Illinois, 60601, United States, 1-10 Employees

Phone Number: +13*********

Who is WEALTH STRATEGIST PARTNERS

At Wealth Strategist Partners (WSP), our clients are wealthy individuals and families, nearly all of whom possess at least one substantial family business or other concentrated asset in a...

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Headquarters: 180 N Stetson Ave Ste 1310, Chicago, Illinois, 60601, United States
Date Founded: 2006
Employees: 1-10
Revenue: Under $1 Million
Active Tech Stack: See technologies

Industry: Financial Services

SIC Code: 6282 | NAICS Code: 523940 | Show More

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Wealth Strategist Partners Org Chart and Mapping

Employees

Melissa Lucas

Client Chief Investment Officer

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Frequently Asked Questions Regarding Wealth Strategist Partners

Answer: Wealth Strategist Partners's headquarters are located at 180 N Stetson Ave Ste 1310, Chicago, Illinois, 60601, United States

Answer: At Wealth Strategist Partners (WSP), our clients are wealthy individuals and families, nearly all of whom possess at least one substantial family business or other concentrated asset in addition to significant financial assets. At Wealth Strategist Partners (WSP) we work with our clients as we do with our own families: as principals serving principals, and with the long-term as our driving view. The firm is based in Chicago and works with families nationwide and internationally. Our client relationships address enterprise priorities in family wealth and family business strategy, growth planning, liquidity options, and governance, particularly emphasizing the interplay across disciplines and always with a long term view. Relationships typically begin when an entrepreneur, family business owner, or family is experiencing or contemplating a major transition or situation of material impact within their family enterprise. For any one family, these are rare events, and the stakes are high. WSPs principals have decades of experience guiding families through and beyond such inflection points. Each engagement is uniquely structured, and initiates with an in-depth, confidential exploration of the familys specific circumstances, and long-term family and family enterprise goals. We typically engage on multiple successive projects, and often come to serve as long-term trusted counselors. We work with our clients to help develop enduring solutions designed to enable them to be intentional about, and assert greater control over, their futures. WSP does not provide investment management services or purchase investments for clients, nor do we serve in family business executive roles. Rather, we advise families on putting resources and strategies in place and ensuring effective oversight. WSP is compensated solely by its clients, so that our interests and those of our clients are wholly aligned and unconflicted. WSP is co-led by Stuart Lucas, Rod Goldstein, and Susa