Worried about how you want to spend your retirement while still feeling fulfilled in your life? 

Recently widowed and overwhelmed by where to look for financial support and resources? 

Unsure of how you can get the kids through college and create special memories from the family vacations you imagined? 

That’s where we can help. At Private Vista, we’ve developed an evolved approach to financial planning and investment management that helps answer some of the more difficult questions. 

Our team of trusted advisors will work closely with you to not only help build your financial resources, but also help align those resources with your life goals. Through our process, we will help define your Private Vista – a clear view of how you want to invest not just your money, but also your time and energy to achieve your definition of an enriched and fulfilling life. By bridging the gap between financial decisions and life goals, we’ve helped clients live out their Private Vista. 

Our team cares about more than just working with you to achieve financial success. We want to help you reach personal success – feeling enriched and fulfilled in your life. 

With offices in Chicago, IL and Oak Brook, IL, we work with over 750 households located in the Chicagoland area and across the U.S. 


Securities offered through Hightower Securities, LLC., Hightower Advisors, LLC is a SEC registered investment adviser

Insurance

Investment Management

Retirement

Private Vista LLC

James Michael Weil

Cfp® Steve Merdinger Chfc®

Cfp® Stephanie C. Nanney Cpfa

Bob Westrick

Cfp® Randy E. Porzel Ricp®

Cdfa Nicole Romito

Mahogany Person

Jorge Alvarado

Cima® Jim Weil Cfp®

Jeffrey Toner Chfc®

Douglas Brown

Maria Cutrone

The Client and Customer Services team at Private Vista LLC is dedicated to providing high-touch, personalized support to clients as they navigate their financial planning and investment management journeys. This team ensures seamless client experiences by addressing inquiries, managing account details, and assisting with day-to-day financial needs. They work closely with advisors to align financial resources with clients' life goals, fostering enriched and fulfilling lives through exceptional service and support.

Client and Customer Services

Partners Team

Client and Customer Services

About

Team members

Other teams at Private Vista LLC

Partners Team