Our Clients
Auditors & Investors with Compliance Restrictions
Investment Solutions
An Investment Strategy Built around You and Your Compliance Needs
At Miami Partners, we specialize in simplifying regulatory challenges. Our team of advisors provides investment solutions tailored to work around your compliance restrictions.
With more than 20 years of experience building portfolios and financial plans for investors with compliance restrictions on their investments, we help you build a wealth management strategy that is both focused on your financial goals and compliance-friendly.
Guidance & Reporting
Experts in Navigating Compliance Restrictions
Our History
A Firm Developed For Compliance-Restricted Clients
Miami Partners is the Miami office of Chicago Partners Wealth Advisors, located in Chicago, Illinois. Chicago Partners was formed by Jim Hagedorn and Anthony Halpin, who previously worked for PricewaterhouseCoopers (PwC), assisting compliance-restricted clients with innovative wealth management strategies.
Through their work with PwC, Jim and Anthony developed strategic investment approaches designed to grow the portfolios of investors with independence restrictions while satisfying all the needs set by companies' legal and compliance teams.
We currently work with hundreds of auditors, accountants, and executives with investment compliance restrictions across the U.S., and have more than two decades of experience working with the compliance departments of large corporations.
Complimentary Portfolio X-Ray
Get a Complimentary Consultation on Your Current Approach.
We specialize in helping high-net-worth clients like you protect, grow, and manage their wealth with confidence. Our experienced advisors are here to understand your goals and craft a customized strategy that aligns with your financial needs.
Fill out the form below to schedule a complimentary introductory meeting with one of our expert advisors. Let's start building a secure and prosperous future together.