Investments & Insurance

Investments & Insurance

Investments & Insurance

Investments & Insurance

Wintrust Investments

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

Our Services

Planning

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.

Investments

Our Financial Advisors have virtually unconstrained access to the world of investments to select the most appropriate securities for you. Additionally, they bring to bear the power of world-class research and provide access to many sophisticated investment programs.

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.

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, 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.

Employee Retirement Plans >

1031 Exchange Services >
 

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, 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.

Employee Retirement Plans >

1031 Exchange Services >
 

Connect With a Professional

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Call us at 877-243-4048 or:

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