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.
Comprehensive Wealth Management Services
The financial advisors of our investments group, Wayne Hummer 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.
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 provided by Wayne Hummer Investments, LLC (Member SIPC). Accounts carried by First Clearing Corp. (member NYSE/SIPC). Trust and Asset Management services provided by The Chicago Trust Company, N.A. and Great Lakes Advisors, LLC respectively.
Investments products such as stocks, bonds, and mutual funds:
NOT FDIC INSURED * MAY LOSE VALUE * NO BANK GUARANTEE