Financial Advisor
in Chicago
Virtue Asset Management is a fee-only, fiduciary financial advisor in Chicago, serving individuals, families, and business owners from our office at 155 N. Wacker Drive.
Financial Advisor
Navigating Financial Decisions with the Right Expertise
Choosing a financial advisor in Chicago starts with understanding how the advisor is paid and whose interests they are required to put first. As a fee-only firm, Virtue Asset Management is compensated only by our clients, and as a fiduciary we are obligated to act in our clients’ best interests. We provide investment management and financial planning for high-net-worth individuals, families, and business owners.
Our advisors include CERTIFIED FINANCIAL PLANNER® professionals and a CFA® charterholder. Our services include:
- Investment management and portfolio optimization
- Retirement planning and income strategies
- Tax-efficient planning and wealth preservation
CFP® Professionals Serving Chicago Families
Our portfolio managers spent their earlier careers in wealth management at institutions including LaSalle Bank, Bank of America, and TIAA before joining Virtue. We work with clients on personal investment management and long-term planning, with advice tailored to each client’s financial situation. Our services include:
- Developing customized financial plans
- Managing and optimizing investment portfolios
- Comprehensive retirement and estate planning strategies
How We Work with Clients
Clients work directly with their portfolio manager. We begin by learning about your goals, time horizon, and risk tolerance, then build a financial plan and portfolio around them.
Planning That Adapts as Your Life Changes
Financial plans need to change as your career, family, and the markets change. Our Chicago advisors review each client’s plan on an ongoing basis and adjust strategies as circumstances evolve. Our planning work includes:
- Goal-driven financial planning to map out your path and track your progress
- Personalized wealth strategies that reflect your risk tolerance and objectives
- Ongoing portfolio management and rebalancing in line with your objectives
- Tax and estate planning considerations, coordinated with your tax and legal professionals
- Ongoing financial reviews and adjustments to keep your plan aligned with life’s changes
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Frequently Asked Questions
Virtue Asset Management works with families on multi-generational planning, wealth transfer, retirement planning (https://virtueam.com/retirement-planning/), and college savings, tailored to each family’s goals.
Virtue Asset Management works with families on multi-generational planning, wealth transfer, retirement planning, and college savings, tailored to each family’s goals.
We work with clients to build retirement income strategies that consider Social Security timing, withdrawal order across taxable and tax-deferred accounts, and tax efficiency. The goal is an income plan aligned with each client’s spending needs and risk tolerance.
We work with business owners on retirement plan options, tax considerations, and succession planning, coordinating with their accountants and attorneys so personal and business goals are planned together.
To find the financial advisor best for you, ask about their experience, certifications, fee structure, and fiduciary commitment. Also, inquire about your financial advisor’s approach to financial planning and whether they have experience working with clients like you.
We start by assessing your risk tolerance, time horizon, and goals, then build a diversified portfolio and rebalance it over time as markets and your circumstances change. All investments involve risk, including the possible loss of principal.
Working one-on-one lets us consider your full tax picture, including account types, cost basis, and estate plans, when making investment and planning recommendations. We coordinate with your tax and legal advisors. Virtue Asset Management does not provide legal or tax advice.
The CFP® designation requires training in investments, retirement, tax, and estate planning, along with adherence to ethical standards. Together with a fiduciary obligation and a fee-only structure, these are useful criteria when comparing advisors.