Jim Hagedorn - Financial Advisor in Chicago, IL | WiserAdvisor.com

Optimize Your Most Important Business: the Management of Your Wealth. Chicago Partners is an SEC-registered, fee-only independent registered investment advisor (RIA) 
that specializes in creating a one-stop wealth management experience. 
With 23 investment professionals managing over $1.9 billion for 650+ clients, our team 
specializes in optimizing each dimension of our distinguished clients' wealth. Our clients 
include high & ultra-high-net-worth individuals, foundations, institutions, and corporations. 
 Our clients optimize each dimension of their wealth by using our 5-Step Wealth Optimization 
Process, which includes:
 - Investment Consulting - Custom Investment Portfolios - Tax Planning & Tax Preparation - Personalized Financial Plans - The Fiduciary Relationship 
Our clients work with their dedicated teams consisting of CPA, CFP, J.D., and CFA-certified 
individuals, each focused on optimizing a specific dimension of the client's wealth. Each 
client's plan is customized to meet their unique goals & objectives, and their team of 
fiduciaries is always working to reach their goals and objectives.