Bob Westrick Email & Phone Number

MY FINANCIAL SERVICES CAREER BEGAN IN 1983In 1983, I left a “Big Eight” public accounting firm to work for one of my audit clients. Eight years later, my entrepreneurial itch was scratched as I started a partnership in the financial services industry. Two years later, I co-founded WNA Wealth Advisors, one of the precursor firms to Private Vista. I am a frequent speaker and I am often interviewed on subjects ranging from economic conditions to wealth management. My experience as an accountant, business owner and financial advisor gives me a unique perspective to offer my clients.MY PRIVATE VISTAMy future focus begins with remaining fit and healthy. I love playing competitive sports, especially basketball and tennis. I also love watching the Chicago Cubs (I am an eternal optimist). I hope to spend even more time enjoying all activities with my wife and kids, particularly, collecting sea glass with my wife on the shores of Lake Geneva. When my work hours begin to decrease, I want to spend even more of my time giving back to our community.

Listed skills include Financial Planning, Estate Planning, Investment Advisory, Registered Investment Advisor, and 1 others.

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  Partner

  Private Vista Llc

  Aug 1993 - Present - Hinsdale, Il

  Here at Private Vista, our team of trusted advisors works closely with clients to not only build their financial resources, but to align those resources with their life goals. Through our unique process, we help define their Private Vista – a clear view of how they want to invest not just their money, but also their time and energy to achieve their definition of an enriched and fulfilling life. As a partner, my role at Private Vista is to provide the resources and guidance to help our clients live more enriched and fulfilling lives. By bridging the gap between financial decisions and life goals, I am able to help clients live out their Private Vista.