Rothschild Wealth Partners, headquartered in the Chicago area, is an independent wealth management firm overseeing more than $8 billion in client assets, has announced its partnership with Bussenger Financial Group, a Deer Park, Ill.–based advisory firm overseeing more than $170 million in client assets.
Bussenger Financial Group, led by founder Lisa Bussenger, has built its practice around comprehensive retirement planning, including investment management, income planning, tax strategies, legacy planning and long-term care considerations. Through this partnership, the Bussenger team clients can expect continuity in their portfolios, fee structures, custodians and overall planning approach.
Rothschild Wealth Partners provides a robust platform of operational, compliance, investment and technology support, enabling advisers to focus more time on client relationships and planning. The firm manages and advises on more than $8 billion in client assets and has a history s
