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Wintrust Wealth Management’s broker-dealer, Wintrust Investments, offers comprehensive brokerage and insurance solutions and has been providing trusted financial advice to individuals, families and institutions since 1931. This team helps with financial planning by assisting individuals as they work through issues surrounding retirement funds, succession of wealth and potential future expenses.
Wintrust Investments’ financial advisors have the expertise to select the most appropriate securities and to provide access to many sophisticated fee-based investment programs. From separately managed accounts to mutual fund wrap programs and custom-tailored portfolios, advisors can provide virtually any type of managed money program with special deposit products that offer competitive rates, FDIC insurance up to $3.75 million and immediate liquidity.
Click here for more information about Wintrust Wealth Management and Wintrust Investments.
Securities, insurance products, financial planning, and investment management services are offered through Wintrust Investments, LLC (Member FINRA/SIPC), founded in 1931. Trust and investment management services offered by The Chicago Trust Company, N.A. and Great Lakes Advisors, LLC, respectively.
Investment products such as stocks, bonds, and mutual funds are not insured by the FDIC or any federal government agency, not bank guaranteed or a bank deposit, and may lose value.