The Gift of Education: Planning for a Meaningful Legacy Zachary Patzik, CFA, CFP Managing Director, Senior Wealth Advisor zpatzik@burlingwp.com May 29, 2025 Few gifts are more powerful than education. It…

Burling Wealth Partners is honored to announce that we have been recognized by Crain’s Chicago Business as one of Chicago’s Largest Wealth Management Firms. Thank you to our valued clients,…

As Chicago’s wealth management industry grows more crowded, Burling Wealth Partners founder Steven Resnik sees an opening. A former private-equity investor, Resnik is keenly aware of how well-heeled private-equity firms…

Tax season is here—but good tax planning isn’t just a once-a-year thing. Our guide highlights important information and documents to keep top of mind.