About Us

At the Chicago Advisory Group, we serve the wealth management and investment needs of high-net-worth families, private foundations and institutions. Founded in the core values of trust, transparency and excellence in client service, we are committed to helping you pursue your passions, plan for your future and create an enduring legacy.

Designed to provide powerful solutions and strategies to clients, we leverage deep financial services experience to develop and implement custom financial plans aligned with your personal objectives. We offer clients: 

We offer clients:

Our Fiduciary Duty

At the HighTower Chicago Advisory Group, we serve our clients as fiduciaries, upholding high standards of trust, transparency and integrity. We have a legal obligation to avoid or minimize conflicts of interest and act with undivided loyalty to our clients, their interests and their needs. 

Further, Steve has earned the Accredited Investment Fiduciary® (AIF®) designation, demonstrating deep knowledge of fiduciary principles and their application within the investment advisory process.

To provide more information on the important distinction between receiving investment advice from a fiduciary versus a broker, HighTower created several whiteboard animated videos to promote client education and understanding. We believe it’s important that investors know who to trust with their legacies.

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