Rothschild Wealth Partners

Strong financial progress depends not only on what you do—but also on what you avoid. In this video, Shea Rush discusses how missteps can affect long-term plans and what steps you can take to reduce common challenges. Learn how to stay focused, make well-informed choices, and approach wealth building with greater clarity and structure. This material is for general informational purposes only and is not intended to provide investment, legal, tax recommendations or advice.

We're hiring a Wealth Analyst Intern to join our Chicago or Oak Brook team. This hands-on role offers graduating students the opportunity to work alongside advisors on portfolio analysis, client materials, and financial planning. You'll gain real experience in investment research, performance measurement, and client service while contributing to meaningful projects. Ideal for finance or economics students graduating in 2026 or 2027 who want to learn from experienced wealth management professionals: https://bit.ly/3LA4Rsj

Gray divorce, the end of long-term marriages in mid-life or later, carries significant financial implications for retirement planning. Dividing assets accumulated over decades requires careful attention to the family home, investment portfolios, retirement accounts, and Social Security benefits. Unequal retirement savings often emerge when one spouse has spent time out of the workforce. Working with financial and legal professionals can help both parties move forward with clarity. Explore more from Stephen Bâby. https://lnkd.in/g_ATAhtv

Many investors focus solely on returns without a complete financial plan guiding their decisions. A solid plan does more than track investments. It clarifies when you can retire, how much you need for your lifestyle, what you can provide for your family, and how to build your legacy. Planning integrates tax strategy, estate considerations, insurance needs, and cash flow management. Without this roadmap, you're investing without direction or purpose.

Many individuals work for years without realizing just how much they’ve accumulated—until they pause and take stock. Often, that wealth is spread across accounts with little coordination. In this video, we explore how organizing and aligning these accounts can help create a more focused, strategic approach to retirement planning. By bringing assets together under one view, they can work more effectively toward long-term goals instead of pulling in different directions. Tyler Qualio JD, CFP This material is for informational purposes only and is not intended to provide investment, legal, tax recommendations or advice.

Like a well-balanced Halloween candy collection, your investment portfolio benefits from variety. Don't let market volatility spook you into poor decisions. Just as you wouldn't eat only one type of candy, concentrating investments in a single asset class or company creates unnecessary risk. Smart diversification across asset classes helps smooth returns and protects your financial future.

Building a lasting financial legacy requires strategic thinking about gifting and estate planning. With the annual gift tax exclusion at $19,000 per recipient in 2025, families can transfer substantial wealth over time. Consider gifting appreciated assets to benefit from cost basis advantages, or explore trust structures that remove assets from your taxable estate while maintaining control over distributions. Read more from Phil Johnson. https://lnkd.in/gp_aFxQf

Executive compensation packages offer powerful wealth-building opportunities beyond salary. From optimizing stock option timing to leveraging non-qualified retirement plans, each decision impacts your tax liability and long-term financial security. Strategic planning around equity compensation, deferred income, and benefits coordination can significantly enhance your total compensation value over time. Read more from Tyler Qualio JD, CFP. https://lnkd.in/grM9M9Hx

Rothschild Wealth Partners is proud to announce the acquisition of Siligmueller & Norvid Wealth Advisors, an independent advisory firm based in Glen Ellyn, Illinois, managing approximately $300 million in client assets. Founded in 1998, SNWA has built a 25-year reputation for delivering objective, deeply personal financial advice to business owners and high-net-worth families. This partnership expands our Chicagoland presence while maintaining the client-first service and independence both firms share. https://bit.ly/47mhxtZ

Alternative investments and structured notes can play a role in diversifying a portfolio, especially when traditional strategies may not fully align with an investor’s objectives. In this video, Shea Rush discusses how these instruments work, the considerations involved, and where they might fit into a broader investment approach. Understand how to evaluate opportunities thoughtfully and use the right tools for the right context. Alternative investments, including but not limited to hedge funds, private equity, real estate, and structured products, are intended for sophisticated investors who are able to bear the risks of investment loss, illiquidity, and extended holding periods. These investments may involve a high degree of risk and are not suitable for all investors.