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Bob Westrick
Partner at Private Vista
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Work Experience
Partner
Aug 1993 - Present · 31 years and 4 months
Company Details
11-50 Employees
Worried about how you want to spend your retirement while still feeling fulfilled in your life? Recently widowed and overwhelmed by where to look for financial support and resources? Unsure of how you can get the kids through college and create special memories from the family vacations you imagined? That’s where we can help. At Private Vista, we’ve developed an evolved approach to financial planning and investment management that helps answer some of the more difficult questions. Our team of trusted advisors will work closely with you to not only help build your financial resources, but also help align those resources with your life goals. Through our process, we will help define your Private Vista – a clear view of how you want to invest not just your money, but also your time and energy to achieve your definition of an enriched and fulfilling life. By bridging the gap between financial decisions and life goals, we’ve helped clients live out their Private Vista. Our team cares about more than just working with you to achieve financial success. We want to help you reach personal success – feeling enriched and fulfilled in your life. With offices in Chicago, IL and Oak Brook, IL, we work with over 750 households located in the Chicagoland area and across the U.S. Securities offered through Hightower Securities, LLC., Hightower Advisors, LLC is a SEC registered investment adviser
Year Founded
1992
Social Media
LinkedinFacebook
Industry
Financial Services
HQ Location
2211 York Road Suite 310 Oak Brook, IL 60523, US
Keywords
Comprehensive Financial PlanningInvestment ManagementRetirement Income PlanningEstate Planning and Wealth TransferBusiness SuccessioStock Option PlanningEducation PlanningInsurance AnalysisQualified Retirement Plan DesigTax Planning
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