Tackling these tax and investing jobs can improve your investments and your plan... https://lnkd.in/gKy-zNRf
Wintrust Wealth Management
金融服务
Chicago,Illinois 3,244 位关注者
Chicago’s Wealth Manager Since 1931?. Member FDIC and Equal Housing Lender.
关于我们
Wintrust Wealth Management provides a broad range of financial services to private clients and institutions. Founded in 1931, we are one of the oldest and most respected financial service providers based in the Midwest. We deliver our unique brand of wealth management services in the form of trust and estate services through The Chicago Trust Company, brokerage and investment planning through Wintrust Investments, institutional money management through Great Lakes Advisors, and 1031 exchange services through the Chicago Deferred Exchange Company. https://www.wintrustwealth.com/disclosures.html
- 网站
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https://www.wintrustwealth.com
Wintrust Wealth Management的外部链接
- 所属行业
- 金融服务
- 规模
- 201-500 人
- 总部
- Chicago,Illinois
- 类型
- 上市公司
- 创立
- 1931
- 领域
- Wealth Management、Investments、Insurance、Trust Planning、Estate Planning、Retirement Planning、Education Planning、Portfolio Management、Annuities和Investment Planning
地点
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主要
231 South LaSalle Street
13th Floor
US,Illinois,Chicago,60604
Wintrust Wealth Management员工
动态
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Wintrust has been named a Top Workplace in Chicago for 11 years in a row! We’re proud of our talented and dedicated team members, who make Wintrust a great place to work. Join our winning team: https://lnkd.in/gs3TGKy
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Our Weekly Market Update: https://lnkd.in/gimjdQuE
Weekly Market Update | November 18, 2024
wintrustwealth.com
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What's driving the markets this week?: https://lnkd.in/gM2Dd_3B
Weekly Wealth Wire | November 18, 2024
wintrustwealth.com
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HSA-owning retirees need to think about asset allocation, sequence of withdrawals, and beneficiary designations. https://lnkd.in/gyjDbq7q
What Happens to Your HSA in Retirement?
wintrustwealth.com
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Congratulations to Kendra L. Castelloni and Tim Hannahs on being recognized as People on the Move in Crain’s Chicago Business!
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Please join us in congratulating David Farrell on celebrating 15 years with Wintrust Wealth Management. We appreciate your dedication to your clients and your practice. Congrats, Dave!
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Our Weekly Market Update: https://lnkd.in/giCaiFur
Weekly Market Update | November 4, 2024
wintrustwealth.com
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Our weekly market recap and a look at the week ahead: https://lnkd.in/gvMWxGGV
Weekly Wealth Wire | November 4, 2024
wintrustwealth.com
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We are excited to announce that Rovin Patel has joined Wintrust Wealth Management. He joins us with sixteen years of experience in financial services and will serve clients from his office in Palatine. Welcome, Rovin P.!