Rothschild Wealth Partners Broadens Its Chicago Footprint with New Acquisition

Rothschild Wealth Partners Expands its Reach in Chicago

On October 22, 2025, Rothschild Wealth Partners™, a prominent registered investment advisor and broker-dealer based in Chicago, made headlines with its strategic acquisition of Siligmueller & Norvid Wealth Advisors (SNWA). This well-regarded independent advisory firm, situated in Glen Ellyn, Illinois, manages around $300 million in client assets. Founded by Dale Siligmueller in 1998 and later joined by Steve Norvid in 2008, SNWA has established a solid reputation for providing objective and personalized financial guidance to business owners, high-net-worth individuals, and families.

Dale Siligmueller, the Founder and Partner at SNWA, shared his insights on this transition, stating, "Joining Rothschild Wealth Partners represents a natural next step for our firm and clients. We share a commitment to independence, integrity, and client-first service. The resources and scale of Rothschild will enable us to broaden our capabilities while maintaining the personalized attention and trust our clients have come to expect."

Under the leadership of Mac O'Brien, who serves as the Chief Growth Officer at Rothschild Wealth Partners, this acquisition aligns with the firm’s national growth strategy. This approach focuses on connecting with financial advisory businesses that emphasize fiduciary excellence and the cultivation of long-term relationships with clients.

Phil Johnson, President and Partner at Rothschild Wealth Partners, commented on the acquisition, saying, "Siligmueller & Norvid illustrate the type of firm we seek to partner with: one grounded in their community, client-focused, and built on integrity. Together, we are poised to deliver a broader array of planning, tax, and investment solutions, all supported by a platform that empowers advisors while enhancing the client experience."

With this acquisition, Rothschild Wealth Partners now boasts a robust team of over 70 professionals, which includes 25 advisors dedicated to serving affluent families and business owners across the nation. Their extensive offerings encompass investment management, tax and estate planning, business succession strategies, and generational wealth transfer.

Rothschild's continual expansion showcases its commitment to increasing its footprint, as they have existing presences in cities like Glen Ellyn, Oak Brook, Northbrook, Denver, and Nashville, alongside their home base in Chicago.

Originally founded in Chicago in 1908, Rothschild Wealth Partners has positioned itself as a high-touch and independent financial advisory firm that prioritizes innovative thinking and service. The firm’s team focuses on personalized wealth and life management solutions, ensuring that clients receive meticulous portfolio management tailored to their unique needs. They cater to affluents, multi-generational families, couples approaching retirement, and businesses, offering comprehensive financial planning, investment strategies, and tax solutions. Rothschild Wealth, LLC and Rothschild Investment, LLC, recognized by the SEC as registered investment advisors, work together as affiliates, collectively facilitating Rothschild Wealth Partners.

This recent acquisition does not only strengthen Rothschild’s presence but also underscores its resolve to deliver an exceptional client experience through enhanced capabilities and profound regional connections. As the firm grows, clients can anticipate receiving even more robust financial solutions backed by a network that understands their aspirations and supports their journeys toward financial success.