Windgate Wealth Management announced it has agreed to join Rothschild Wealth Partners in a deal that adds more than $200 million in client assets and expands Rothschild’s advisory footprint in the Chicago market, the firms said.
Chicago-based Rothschild Wealth Partners, a registered investment advisor, said it acquired Windgate Wealth Management, an independent advisory firm founded in 1990 that has built a 35-year practice serving high-net-worth individuals and families, business owners and entrepreneurs across the Chicago region.
As part of the transaction, Windgate leaders Michael Corbett, Sean Condon, CFP, and Stacie Suhrbur will join Rothschild Wealth Partners. Corbett, Windgate’s CEO and chief investment officer, said the decision to merge was driven by a desire to align with a partner that shares Windgate’s values and commitment to customized advice, while enabling the firm to enhance services available to clients through the combined platform.
Rothschild Wealth Partners President and Partner Phil Johnson said Windgate’s focus on long-term client relationships fits with Rothschild’s client-first approach, and that the combined organization expects to deliver broader resources and capabilities to individuals, families and businesses in the Chicago area.
The acquisition is the second overseen by Mac O’Brien, Rothschild Wealth Partners’ chief growth officer, since he joined the firm in summer 2025. The firms said the transaction supports Rothschild’s broader growth strategy as it works to expand its presence across the U.S.
Rothschild Wealth Partners said it provides investment management, tax and estate planning, generational wealth transfer and business succession services, and serves clients in Chicago, Oak Brook, Northbrook, Glen Ellyn, Denver and Nashville. The firm traces its roots to a Chicago founding in 1908 and operates through affiliated entities Rothschild Wealth, LLC, an SEC-registered investment advisor, and Rothschild Investment, LLC, an SEC-registered investment advisor and broker-dealer and member of FINRA/SIPC.
KEY QUOTES:
“In our decision process to merge with Rothschild Wealth Partners, it was important to us that it would reflect our mutual values and continued dedication to delivering tailored wealth management solutions. We particularly look forward to enhancing our current services to our clients through the opportunities presented by this merger.”
Michael Corbett, CEO and CIO, Windgate Wealth Management
“Windgate Wealth Management brings a legacy of building long-term relationships with their clients that aligns closely with our firm’s commitment. By combining our knowledge, resources, and commitment to a client-first philosophy, we are confident that together we can deliver even greater value to individuals, families, and businesses in the Chicago market.”
Phil Johnson, President and Partner, Rothschild Wealth Partners
