Our Values

We’ve always known that it’s not easy to find the right advisor who can provide holistic solutions for all areas of your financial life, and help you manage and grow your wealth. That’s why since 1984, we have built our relationships the right way: long-term financial planning with long-term solutions, integrity about what we do and how we do it, and hard work. With offices in Chicago and Lake Forest, we bring our midwestern values of steadiness and authenticity not only to our clients in the Chicago area, but also around the country.

 

Our Clients

We deliver our concierge services to high-net-worth individuals, families, business owners, and senior level executives. Your circumstances are uniquely your own, and because of this we have dedicated our time to crafting flexible solutions. You may come to us:

  • With questions on your long-term retirement needs, including long-term care and life insurance, annuities, and charitable giving.
  • Seeking ways to transfer your wealth to the next generation.
  • If you have estate and tax planning needs, and need an advisor who can help manage your risk.
  • For guidance during a significant life event such as a new marriage or divorce.
  • If you are an executive with questions about aspects of your benefits package, such as stock options.
  • As a successful entrepreneur or small business owner with complex planning needs, including counsel on succession plans.

Whatever the situation may be, all of our clients benefit from having a trusted advisor to help maintain and preserve their wealth. Having served diverse clients for over three decades, we are prepared for the opportunities and responsibilities that you face. We know that each of you has a unique story. But there is one commonality – you have worked hard for your success and now it is time for us to work hard on your behalf.

 

Your Personal CFO

At Vestor Capital, our seasoned team of professionals, including CFPs®, CPAs, CFAs, and CIMAs, have the capability to manage each part of your portfolio. This means we can act as the Chief Financial Officer of your life. Unlike many other firms, our advisors’ expertise goes beyond asset allocation and investment management to include tax and estate planning, risk management, retirement planning, business succession, and more. You should have full confidence in our ability to intimately understand your financial goals and needs. We apply our in-depth experience to identify thoughtful, innovative strategies and develop a roadmap towards success.

 

Staying The Course

We are with you every step of the way. Monitoring your portfolio, we adjust accordingly for internal and external factors and communicate any changes. Whereas many wealth advisors see their clients only on an annual basis, we make sure to reach out to you throughout the year through client meetings, newsletters, appreciation events, and more. We have learned from experience that an informed client feels better at the end of the day knowing that their advisor has done right by them. That’s the standard of excellence we try to achieve each day at Vestor Capital.

 

Sophisticated Solutions.  Trusted Advisors.