Matt van Dusen

Investment Advisor with Chicago Partners Wealth Advisors

Role: Registered Investment Advisor at Chicago Partners Wealth Advisors
Location: Omaha, NE, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Registered Investment Advisor
Chicago Partners Wealth Advisors
Aug 2024 — Present · Chicago, IL, US

Education

Creighton University's Heider College of Business
Bachelor of Business Administration - BBA, Accounting and Finance

Contact information

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Work email
•••••@chicagopartnersllc.com
Personal email
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Current company

Chicago Partners Wealth Advisors

Investment Management · 58 employees · Founded 2008 · Chicago, Illinois, United States

Chicago Partners Wealth Advisors focuses on optimizing each aspect of a client\'s wealth, creating comprehensive financial plans for high-net-worth individuals, corporations, foundations, institutions, and family offices. We currently manage more than $7 Billion assets for 2,700+ clients across the United States and abroad. Clients of Chicago Partners receive the 5-Step Wealth Optimization Process, working with their team of advisors to create a customized wealth management plan that includes portfolio audit, investment management, tax strategy optimization, estate planning, retirement planning, education planning, and cash flow planning. At Chicago Partners Wealth Advisors, our team consists of a diverse group of highly qualified professionals, including CFPs, CFAs, JDs, and CAIAs. Each client works closely with a tailored team of experts, with every aspect of their wealth carefully addressed. As fiduciaries, Chicago Partners advisors meet the highest standard of quality for advisors and always act in your best interest. If you are interested in a complimentary review of your current investment portfolio and overall financial picture, please visit us at and an advisor will be in touch shortly.

chicagopartnersllc.com

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Experience

Registered Investment Advisor

Education

Creighton University's Heider College of Business

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