One of First Wealth Managers to Reshape the Entire Client Experience
CHICAGO, IL - Oct. 20, 2016 /PRNewswire/ -- Two wealth management firms - - Financial Strategy Network (FSN) in Chicago and WNA Wealth Advisors in Hinsdale - - have merged into Private Vista, LLC, a new forward-thinking, independent wealth management company, announced Bob Westrick, a Private Vista partner. Chicago-based Private Vista is one of the first wealth management firms to offer its clients a unique process for integrating its financial planning and investment management services with a client's personal plan for living a more enriched and fulfilling life.
With combined assets of $1.2 billion under management in its Chicago and Hinsdale offices and nearly 1,000 clients in 38 states, Private Vista is a growing force as an independent wealth management firm in the Chicago area, and will rank among the top Chicago area independent wealth management firms on several industry lists, according to Westrick.
"We have set our sights on not only becoming one of the top wealth management firms in the Chicago area, but also emerging as an innovative company that truly makes a difference in our clients' lives," said Westrick, a former guest financial expert on WGN-Radio.
Private Vista's approach to wealth management differs from other, more traditional firms, added Westrick. "We have broadened our focus beyond financial outcomes as a key measure of success to include a client's quality of life. Private Vista's personalized planning process and tools will help each client identify and attain his or her life hopes, dreams and ambitions.
"Clients traditionally ask: 'When can I retire?' Or, 'Do I have the right investment strategy?' But, they rarely think of those decisions in the context of how they want to live their lives," he continued. "We help them make that connection, which often leads to profound changes in the financial and life decisions our clients make."
About FSN, WNA Wealth Advisors and Private Vista, LLC
FSN was founded in Chicago in 1992. Now, as Private Vista, its corporate offices remain at 1 N. LaSalle St., 33rd floor, in Chicago's Loop and its clients now have the option to meet with its advisors in Chicago or Hinsdale.
WNA Wealth Advisors has served hundreds of clients around the U.S. since its incorporation in 1993. Now, as Private Vista, its offices remain at 120 E. Ogden Ave., Suite 130, Hinsdale.
Together as Private Vista, the two firms have 30 wealth management professionals and staff who offer clients a wide range of financial services as well as an insightful journey into what makes their lives meaningful.