Estate & Trust Advisor

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566 Chestnut St
Winnetka, IL 60093

Estate Trust Advisors, located in Winnetka, IL, is an SEC Registered Investment Advisor firm dedicated to the capital preservation and enhancement of wealth for business owners, affluent families, and those in retirement. With a focus on serving clients' long-term financial interests, they utilize modern portfolio theory to manage customized stock and bond portfolios effectively.

Under the leadership of President Mark J. Schwartz, the firm emphasizes a client-centric approach, ensuring their strategies are free from conflicts of interest. By developing personalized long-term plans, Estate Trust Advisors aims to preserve capital, foster growth, and generate income during retirement for each unique investor.

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