Burnham Harbor Private Wealth
Company

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
Industry
Financial Services
Employees
4
Founded
2023
Funding
,
NAICS
Finance and Insurance
Monetary 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 Contact
Iris Swarthout Wealth Management Client Associate
Email
James Corrigan, Cfp®, Cpwa ® Managing Partner at Burnham Harbor
Email Phone
Basel Alwawi Registered Wealth and Investment
Email

Employees by Management Level

Individual contributor 2 profiles
Associate / junior 1 profile

Compare Similar Companies to Burnham Harbor Private Wealth