Private Wealth Management
Investment expertise built on research and relationships.
At William Blair, we build portfolios by building relationships with our clients. Through a continuing dialogue between you and your William Blair financial advisor, we provide customized wealth management built on investment expertise and an unwavering focus on your evolving needs.
Financial advisors John Cultra, Fred Fischer, Dan Grant, Louise Lane, Dave Mabie, Tom Salvino, and Tom Wilson have been named to Barron’s Top U.S. Financial Advisors list.
President Trump and Treasury Secretary Mnuchin have begun providing guidance about when and how the administration will address tax reform or other legislative priorities.
William Blair hosted an estate planning seminar on February 8 and a dress rehearsal of Bizet's Carmen
at the Chicago Lyric Opera.