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Crain's Chicago Business
About Burling Wealth Partners

Burling Wealth Partners is a Chicago based, independent, fee-only fiduciary serving high-net-worth individuals and families from coast to coast. We provide comprehensive wealth management services designed to protect and preserve your wealth today, foster sustainable growth for the future, and instill the confidence to focus on what matters most to you and your family. Our client-centric approach ensures tailored strategies that align with your financial goals, offering clarity, simplicity, and long-term security.

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

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.

For more information visit www.burlingwp.com, and for the latest updates, follow Burling Wealth Partners on LinkedIn.

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.

Media Contact: info@burlingwp.com

Source: Crain’s Chicago Business

DisclosuresThe information, analysis, and opinions expressed herein are for general and educational purposes only. Nothing contained in this commentary is intended to constitute legal, tax, accounting, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type.

Advisory services are only offered to clients or prospective clients where Burling Wealth Partners and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and the possible loss of principal. Burling Wealth Partners, LLC (“Burling”) 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. Additional information about Burling Wealth Partners, LLC is available at burlingwp.com or on the SEC’s website at www.adviserinfo.sec.gov.

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