As Chicago’s Wealth Management Industry Grows, Independent Firms Carve Out Their Niche

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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 and large financial institutions are looking to get into the space. In fact, he considered that route himself.

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About Burling Wealth Partners

Headquartered in Chicago, IL, Burling Wealth Partners is an independent wealth management firm. We combine sophisticated expertise, personalized service, and highly tailored solutions to navigate both simple and complex life and financial decisions.

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Burling Wealth Partners, LLC is an SEC registered investment adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Burling may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.

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Source: Crain’s Chicago Business