Private Wealth Management in Chicago, IL for High Net Worth Individuals
At NewEdge Wealth, we provide sophisticated wealth management services for high net worth individuals, families, and institutions across Chicago and the Midwest. Managing substantial wealth requires more than a traditional approach. That’s why, whether you’re a corporate executive in Chicago’s Loop, a retiree in Naperville, or a family in Lake Forest focused on legacy and estate planning, our team delivers personalized strategies aligned with your long-term goals.
Trusted Wealth Management for Families Across Illinois
Families throughout Chicago and nearby communities turn to NewEdge Wealth for guidance that extends well beyond portfolio management. We support clients in areas such as:
- Chicago – The Midwest’s financial hub, home to executives, entrepreneurs, and multi-generational wealth.
- Naperville – A growing city where business leaders and professionals seek long-term planning strategies.
- Hinsdale & Oak Brook – Communities of established wealth, family enterprises, and succession planning.
- Winnetka & Lake Forest – Suburbs with a tradition of multi-generational wealth and estate planning.
- Evanston – A hub for professionals, academics, and innovators with complex financial needs.
Wherever you’re based in Illinois, our advisors provide personalized attention and long-term rooted in trust, clarity, and expertise.
Meet Our Chicago Wealth Management Team
Our Chicago-based advisors bring decades of experience advising high net worth families, executives, and institutions. Each member of our team is dedicated to delivering an exceptional client experience:
David Chase
Robert Balfour
Mia Costarella
Natalie Dymkowski
What Sets Our Chicago Wealth Advisors Apart
- Deep understanding of the Illinois wealth landscape and Chicago’s high net worth economy
- A local presence with the backing of national resources and institutional-level strategies
- White-glove service tailored to the complexities of high net worth and ultra high net worth individuals
- A collaborative approach with your legal, tax, and estate planning professionals
Our team is known for providing clarity, sophistication, and long-term planning for successful individuals and families throughout Chicago and Illinois.
Visit Our Office in Chicago, IL
Our office is conveniently located in the heart of Chicago, with easy access for clients from Naperville, Oak Brook, Hinsdale, Winnetka, Lake Forest, and Evanston. We welcome you to schedule a consultation to explore how our team can help you protect and grow your wealth with confidence.
Frequently Asked Questions
What is considered ultra high net worth in Chicago?
“Ultra high net worth” is often defined as having $30 million or more in investable assets, at NewEdge Wealth in Chicago, we typically work with clients who have $5 million or more in investable assets. Our services are tailored to individuals and families with complex financial needs, including estate planning, succession strategies, and multi-generational wealth management.
Do you only work with clients in Chicago and Illinois?
No. While our office is based in Chicago, we serve clients throughout the Midwest and across the United States. We regularly partner with families in Naperville, Hinsdale, Oak Brook, Winnetka, Lake Forest, and Evanston, as well as clients nationwide who value our boutique approach to wealth management.
How do I choose the right private wealth manager in Chicago?
Look for experience, transparency, access to institutional resources, and an advisor who prioritizes personalized strategy. At NewEdge Wealth, our Chicago team combines these qualities with a deep understanding of both local and national markets.