Data tokens on this page
PwC Personalized Wealth Management
PwC Personalized Wealth Management
At Wintrust Private Client, we provide a broad range of financial solutions for business owners, high-net-worth individuals, and family offices. Founded in 1931, we are one of the oldest and most respected financial service providers in the Midwest.
We are proud to have been selected by PricewaterhouseCoopers LLP to offer Wealth Services and part of PwC’s brokerage simplification program. Our nearly 300 financial professionals manage or administer more than $21 billion of assets for more than 27,000 clients. We seamlessly offer our clients comprehensive wealth management solutions:
ASSET MANAGEMENT
- Compliant with PwC’s BSP independence reporting
- Personal Portfolio Manager
- Extensive research, strategic and tactical risk analytics built into portfolio management
- Preferred PwC fee structure
- Fixed Income: 0.3% per annum
- Balanced/Equity: 0.7% per annum to $5M (over $5M negotiable)
- Institutional pricing on mutual funds and trades
TRUST
- Complimentary review of estate documents for asset management clients
- National trust powers
- Personal trust administration
- Land Trust, GRAT, ILIT, and other corporate trustee services under asset management
PRIVATE BANKING SERVICES
- Dedicated private banker
- A variety of checking product offerings
- Lines of credit to smooth cash flow
- Residential mortgages throughout the U.S.
- Customized credit solutions
Contact Us
Contact Us
PwC Wintrust Wealth Team
844-885-5100
pwcwintrust@wintrust.com
231 S. LaSalle St., 3rd floor, Chicago, IL 60604
Check the background of Wintrust Financial Professionals on FINRA’s BrokerCheck: https://brokercheck.finra.org/ or the Investment Advisor Public Disclosure website: https://adviserinfo.sec.gov/