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Our team of Naperville financial advisors operates as a multi-family office, providing comprehensive financial planning, investment management, tax strategy and estate planning strategies to families in the Naperville, IL area and across the United States. We offer investors a one-stop location where tax and estate planning are provided alongside financial planning and investments. This multi-family approach provides investors with a seamless experience across the most important areas of their financial lives.
Stenger financial advisors work collaboratively with the other experts on our team so your financial plan takes into account important tax and estate law changes. Stenger Family Office partners with local attorneys in your area that provide real time, integrated legal advice tailored to your personal situation.
As a Naperville financial advisor, Stenger Family Office helps you understand the most important aspects of estate planning while coordinating your financial plan alongside your Wills, Trusts, and other critical legal documents. We also offer clients direct integration with Estate Guru, a leading national technology driven estate planning platform that offers our clients wills, trusts, power of attorney and medical directive documents.
Stenger Family Office provides all clients with comprehensive financial planning and investment advice. We do not charge separately for this service for clients that have a starter account with our firm. We can help you decide when to retire, how much you can afford when buying home, help you pay down debt, and a variety of other circumstances. Our Stenger financial advisors will start with an assessment of your personal financial situation and create a customized financial plan tailored to your goals.
Learn more about Stenger Family Office. As a Stenger Family Office Client, you will benefit from the years of experience our investment committee has managing portfolios for clients of all sizes. We start with a goals-based assessment of your cash needs and other upcoming goals, then create a customized investment portfolio tailored to your goals.