Wintrust Investments

The Financial Professionals of Wintrust Investments offer comprehensive brokerage and insurance solutions and have been providing trusted financial advice to individuals, their families, and institutions since 1931.



Do you have enough for a secure retirement? Will you be able to leave something for your children? What if medical expenses continue to double every decade? What if Social Security benefits are cut or taxes increase? What if you change your plans in six months? These are the questions that keep many of us awake at night. Our Financial Advisors utilize the Envision® process to help answer these questions and develop an investment plan designed specifically around you. Combining goals-based guidance with sophisticated statistical modeling, Envision is an effective, easy-to-understand process for working toward your goals.



Our Financial Professionals have virtually unconstrained access to the world of investments to select the most appropriate securities for you. For more information about the various brokerage platforms we make available to you, please click here. Additionally, our Financial Professionals bring to bear the power of world-class research and provide access to many sophisticated fee-based investment programs. From separately managed accounts to mutual fund wrap programs and custom-tailored portfolios, our Advisors can provide you with virtually any type of managed money program. For more information on the programs offerred through First Clearing, click here, and for information on programs offered by our affiliate, Great Lakes Advisors, click here.

Finally, to help put your cash to work, we offer our Insured Bank Deposit™ Program. This special deposit product comes with competitive rates, FDIC insurance up to $3.75 million, and immediate liquidity.



Insurance is not just for your home, car, or health. Insurance is also a powerful tool for protecting your wealth, which is why we believe that no investment plan is complete without assessing the need for insurance.

Whether your goals include income replacement, efficient wealth transfer, or financing long-term healthcare expenses, our Financial Advisors can develop an insurance strategy to provide the protection you need. We will gladly review your existing insurance coverage to ensure it meets your current and future needs.

To learn more about how we can help you plan, invest and insure your assets, contact a Financial Advisor near you.


Business Owner Services

For business owners, we offer specialty services that will help you attract and retain talented employees, protect and manage your real estate assets, and ensure the long-term future of your company.

From helping you establish and administer employee retirement benefits and employer-sponsored college 529 plans, to providing you with real estate trust services and business succession planning, we work closely with you and our Wintrust banking partners to understand your needs and objectives and help you achieve your long-term business goals.

To learn more about how we can help your business, please contact Terry Hughes, Director of Sales, at For questions specific to employee retirement plans, please contact Dan Peluse, Director of Retirement Plan Services, at