North Barrington, IL
As of September 30, 2024, CAFG Private Wealth has joined Robertson Stephens to become the Robertson Stephens North Barrington office. The Robertson Stephens North Barrington office strives to provide clients with the personal level of attention and service of a small boutique firm with the wealth management and investment advisory resources and expertise of the largest of firms. We combine the expertise of each of our team members and external resources to assemble the best team to provide a lifetime of financial guidance to each unique client relationship.
Our comprehensive, in-depth approach seeks to reflect all your priorities and specific life circumstances. We use a four-stage process to develop your financial plan.
We hold in high regard the faith and trust that each of our clients has placed in us to act as a lifelong partner in building and guiding their wealth plan
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110 South Wynstone Park Drive
Unit #103
North Barrington, IL 60010
(847) 991-1099
Areas of Expertise
- Comprehensive retirement and estate planning
- Philanthropic and family legacy planning
- Tax management and preparation
- Investment management
- Insurance planning
- Business succession
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