about us

Headquartered in Chicago, the Quirini Wealth Group has decades of experience managing the financial affairs of successful people.

But what truly distinguishes our firm is the passion each of our team members has for wealth management. We are committed to delivering a high-quality planning experience for our clients, enhanced by the objective advice we can offer as an independent firm.

Our Mission

We focus on a partnership with our clients to preserve and help build their wealth. We take the time to listen to you on an individual basis, to fully understand your personal situation, goals and risk tolerance. Our foundation is built on trust, as we strive to maintain and create your unique vision of your legacy and wealth transfer.

Whether it’s helping a client plan for retirement, or a family map out a multigenerational plan, or a business owner consider succession options, we look at every relationship individually. We become the advocate for the client, working diligently to identify opportunities and considerations. We serve as their steward, prudently managing assets for capital preservation and growth. We act as their fiduciary, placing the clients’ interests first, always. We cherish our clients as family, striving for their success, caring about every milestone along their financial journey.

Understanding your personal situation

We focus on a partnership with our clients to preserve and help build their wealth. We take the time to listen to you on an individual basis, to fully understand your personal situation, goals and risk tolerance. Our foundation is built on trust, as we strive to maintain and create your unique vision of your legacy and wealth transfer.

Representing your best interests

Whether it’s helping a client plan for retirement, or a family map out a multigenerational plan, or a business owner consider succession options, we look at every relationship individually. We become the advocate for the client, working diligently to identify opportunities and considerations. We serve as their steward, prudently managing assets for capital preservation and growth. We act as their fiduciary, placing the clients’ interests first, always. We cherish our clients as family, striving for their success, caring about every milestone along their financial journey.

our values and philosophy

Because we base our client relationships on shared values, mutual respect, and open two-way communications, we live by a timeless “old school philosophy.”

Yet the constant evolution of the world around us, especially the financial markets, ensures that we embrace a next generation of ideas and enhanced client experience.

We look for innovative ways to serve our clients’ best interests. We offer coaching and education for life choices impacted by financial decisions. We work with families planning for generational stability, the preservation of income, and the challenge of education-related expenses. We work with young people just starting to accumulate their wealth, and patriarchs and matriarchs mindful of extending their legacies.

For all our clients, we bring our commitment to stay true to their values and our passion for pursuing solutions that align with their goals.

Our Approach to Serving Clients

Because we own many of the same holdings we recommend for our clients, we will always place their best interests as our highest priority. We understand the importance of money and the sense of security it can provide. We foster a long-range approach to effectively managing wealth, so investments and savings can compound and benefit a well-planned financial future.

Experience

Commitment

Fiduciary

Best-in-class Service

Our 100+ years of combined experience through booms and busts has shown us when to play offense and when to play defense – and we will always prioritize managing and mitigating the risk in our clients’ financial lives. Ultimately, we believe a greater peace of mind can be achieved by balancing work, life, leisure, and a higher meaning.

All of our team members started their financial careers at a young age, so it’s been engrained in us to always take care of clients first. Our hope is to over-deliver on our communication and service commitment. We truly care about our clients’ needs and the goals for their families and their future.

In addition to being your trusted advisor, we serve as your fiduciary – legally bound to place your best interests above those of our firm – a responsibility we honor in all of our actions and advice.

Looking for long-term returns and smartly managed tax benefits, our clients turn to us for peace of mind. We deliver this through our “high tech, high touch” approach to client service, backed by quality performance and the humility to earn our clients’ trust every day.

Our Process

Understand client’s personal and financial information:
Qualitative and Quantitative

Identify and set Goals and Objectives

Develop a roadmap and plan.
Discuss financial journey, paths and expectations

Implement, monitor and review sessions

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02

03

04

Our Process

01

Understand client’s personal and financial information:
Qualitative and Quantitative

02

Identify and set Goals and Objectives

03

Develop a roadmap and plan.
Discuss financial journey, paths and expectations

04

Implement, monitor and review sessions