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About Wintrust Wealth Management®

Wintrust Wealth Management provides a broad range of financial services to private clients and institutions. Since their founding in 1931 as Wayne Hummer & Co., they have been helping clients meet their increasingly complex financial goals with the highest standards of service and integrity.

Wintrust’s private clients include business owners, working professionals, executives, and retirees. They value our services for the time it saves them, the opportunities that our expertise creates for them, and the peace of mind they have from knowing their financial picture is being handled by someone they can trust. Our institutional clients include public and corporate pension plans, Taft-Hartley plans, foundations, and endowments.

Wintrust Wealth Management has helped generations of clients and families make their financial goals a reality. Because of our affiliation with your community bank, our full range of wealth management services – including banking, brokerage, trust administration, estate planning, and asset management – are conveniently available at your hometown bank branch. Our services are designed to be used individually to meet specific tactical objectives or in concert with one another to form a well-orchestrated financial strategy.

We deliver our unique brand of wealth management services through our three companies:  Wintrust Investments, The Chicago Trust Company®, and Great Lakes Advisors®.

Comprehensive Wealth Management Services

The financial advisors of our investments group, Wintrust Investments, bring to bear a broad knowledge base to provide brokerage, insurance, and investment planning services. They use a proprietary Comprehensive Financial Review™ to understand their clients’ financial picture and then work closely with them to develop a tailored plan to meet their individual goals.

Asset Management
The portfolio managers of Great Lakes Advisors, our asset management group, are specialists who create and manage U.S. equity and fixed income portfolios of typically $1 million or greater. They use sophisticated investment management tools to make asset allocation recommendations, select individual securities, and build custom tailored portfolios that are consistent with each client’s objectives and risk tolerance.

Trust and Estate Services
Our trust administrators of The Chicago Trust Company offer a full range of administrative and fiduciary trust services and serve as corporate trustee or successor trustee for many clients. They work in conjunction with attorneys, accountants, and financial professionals to create trust solutions to serve clients’ wealth preservation and transfer needs.

For more information on Wintrust Wealth Management, please contact your Wintrust Wealth Financial Advisor.

Securities, insurance products, financial planning, and investment management services offered through Wintrust Investments, LLC (Member FINRA/SIPC), founded in 1931. Trust and asset management services offered by The Chicago Trust Company, N.A. and Great Lakes Advisors, LLC, respectively. 

Investment products such as stocks, bonds, and mutual funds are: