Burnham Harbor Private Wealth
Financial Services
209 S Lasalle St
4 employees
- Employees
- 4
- Contacts
- 3
- Emails
- 3
- Phones
- 1
Burnham Harbor Private Wealth Overview
- Headquarters
- 209 S Lasalle St
- Website
- burnhamprivatewealth.com
- Industry
- Financial Services
- Employees
- 4
- Founded
- 2023
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Burnham Harbor Private Wealth
We are a Chicago-based independent investment advisory firm that helps families preserve their wealth, protect their best interests, and give them peace of mind to enjoy life. We operate as your trusted financial stewards and architects to build a sound foundation upon which you can protect wealth today and unlock a world of possibilities for future generations. To do so, we collaborate with you to understand your vision, design a tailored plan, and deliver access to comprehensive services and solutions across your financial life, including financial planning, investment management, retirement planning, business and real estate interests, estate planning, insurance and risk management, taxes, and philanthropic strategies. Burnham Harbor is aligned with Sanctuary Wealth, an advanced platform for elite independent advisors. Through Sanctuary, we can provide access to an array of investment vehicles and unbiased options, including unique opportunities available only through Sanctuary's network of partner firms. Registered Representatives of Sanctuary Securities Inc. and Investment Advisor Representatives of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Burnham Harbor Private Wealth is a OBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.
Burnham Harbor Private Wealth Contact Details
- People in AeroLeads
- 3
- With contact data
- 3
- Email contacts
- 3
- 100.0% coverage
- Phone contacts
- 1
- 33.3% coverage
Burnham Harbor Private Wealth Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Iris Swarthout | Wealth Management Client Associate | Greater Chicago Area, United States |
Email
|
| James Corrigan, Cfp®, Cpwa ® | Managing Partner at Burnham Harbor | Chicago, Illinois, United States |
Email
Phone
|
| Basel Alwawi | Registered Wealth and Investment | Chicago, Illinois, United States |
Email
|
Employees by Management Level
Individual contributor
2 profiles
Associate / junior
1 profile
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