About Us

About Us

About Us

About Us

Wintrust Wealth Management

In 2001, Wintrust expanded its service offering to include wealth management by acquiring a highly respected, 70-year-old Chicago-based firm. Wintrust has since grown the business and its ability to serve its clients.

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 Chicago 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.

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Our Services

Investments & Insurance

Retirement & education planning

Investment advice               

Brokerage services

Advisory services

Whole, universal, and term life insurance 

                                       

                           

 

Learn More >

Investments & Insurance

 

Retirement & education planning

Investment advice               

Brokerage services

Advisory services

Whole, universal and term life insurance 

 

Learn More >

Investments & Insurance

Retirement & education planning

Investment advice               

Brokerage services

Advisory services

Whole, universal and term life insurance 

Learn More >

Trust & Estate Services            

Personal trust administration      

Estate settlement services 

Guardianships

Special Needs trusts

Charitable trusts                                               

Agency accounts           

Trust services for RIAs 

 

Learn More >

Trust & Estate Services            

Personal trust administration      

Estate Settlement Services 

Guardianships

Special Needs Trusts

Charitable Trusts            

Agency Accounts

Trust Services for RIAs 

Learn More >

Asset Management                     

Equity portfolios                                   

Fixed income portfolios     

Customized portfolios   

Mutual funds      

                                                                               

                         

                

 

Learn More >

Asset Management                          

Equity Portfolios 

Fixed Income Portfolios          

Customized Portfolios   

Mutual Funds   

Learn More >

Get to Know Chicago’s Wealth Manager

OUR HISTORY

Trusted financial advice since 1931ᵀᴹ

IN THE COMMUNITY

Supporting our neighborhoods

BOARD OF DIRECTORS

Strong and diverse leadership