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.
We are committed to our role as Fiduciary Advisors — guided by the principle that advice should be straightforward, customized, and given without bias. We put our client’s interests first and have a transparent fee structure that aligns our objectives with our clients.
Information provided within this platform is solely for informational purposes. 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.
Company Details
- Employees
- 9
- Address
- One South Wacker Drive,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.burlingwp.com
- Keywords
- Registered Investment Advisor, Fiduciary, Investment Management, Financial Planning, Tax & Estate Guidance, Wealth Management, Retirement Planning, Equity Strategies, Fixed Income, Alternatives, Family Office.
- HQ
- Chicago, IL
Burling Wealth Partners Questions
Burling Wealth Partners's website is http://www.burlingwp.com
Burling Wealth Partners's LinkedIn profile is https://www.linkedin.com/company/burlingwealthpartners
Burling Wealth Partners has
9 employees.
View email and phone details for 9
employees at Burling Wealth Partners.
Burling Wealth Partners's industry is
Financial Services
Burling Wealth Partners's top competitors are
The Edgewater Funds,
Curi Capital,
Kovitz,
Mercer Advisors,
Connect Search, Llc,
Wealthmanagement.com,
Geneva Advisors,
Ci Segall Bryant & Hamill,
The Economic Club Of Chicago,
Cresset.
Burling Wealth Partners's categories are Financial Services
