Fanning Investment Partners is a well-established financial services company based in Schaumburg, IL, with a secondary location in Lake Geneva, WI. With a client-focused approach, their experienced team provides sophisticated wealth management solutions tailored to the individual needs of business owners, corporate executives, families, family offices, and retirees. They offer a comprehensive range of services, including banking, lending solutions, business planning, estate and charitable giving trust, financial planning, investment solutions, longevity planning, portfolio management, retirement planning, and risk management.
With a commitment to excellence, Fanning Investment Partners leverages their extensive expertise and resources to help clients navigate the complexities of the financial world. As an independent firm, they prioritize the management of risks over the management of returns, ensuring that clients' financial goals and objectives are pursued effectively. Established in 1962, Fanning Investment Partners is affiliated with Raymond James, one of the largest and most respected independent financial services companies in the country.
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