Veteran wealth advisor Mark Resnik and investment manager Steven Resnik announced the launch of Burling Wealth Partners, which has over $750 million in assets under management. Based in Chicago, Burling is an innovative, independent wealth management firm dedicated to serving as a trusted partner for high-net-worth individuals and families.
Burling established a team that blends deep experience and diverse expertise, with industry veterans Young Im, Zachary Patzik, and Abby Davis joining the Burling team. And the mutual respect, cooperation, and collaboration amongst our team enables us to uniquely service our clients across the wealth management spectrum. As an independent registered investment advisor, Burling can choose its partners carefully, utilize cutting-edge industry technologies, and establish competitive and transparent fees.
Burling was launched to provide clients with a sophisticated wealth management experience crafted to meet their evolving needs as the industry is set to undergo a multigenerational transfer of wealth.
KEY QUOTES:
“For over 30 years, Mark Resnik has had the honor and privilege to serve clients with a focus on providing tailored strategies to meet each client’s needs. Having experienced first-hand the impact of industry consolidation, we are bucking the trend in creating a model with better alignment among the client, advisor, and firm.”
– Steven Resnik, Managing Director
“Having researched the market as a private equity investor, we believe there is a unique opportunity to build a next-generation wealth management firm to provide advisors with the opportunity to better serve their clients.”
– Steven Resnik, Managing Director
