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Wealth Management Manages The Nest Egg.
We Manage The Nest.
The only private-client concierge spanning personal finance, health & benefits and lifestyle
Deepening Client
Relationships, Together
Tight Ship Advisors is a trusted concierge partner supporting client with all the moving parts of today's complex estate & lifestyle. With unparalleled expertise, Tight Ship attends to the financial, administrative, and healthcare details that sit outside traditional wealth management. We work seamlessly as an extension of their trusted advisors—strengthening client relationships by keeping the non-investable parts of life running smoothly, securely, and with fiduciary care.
We turn your client services from a broad function into a profound advantage. By partnering with Tight Ship Advisors, you don’t just manage assets—you champion a client's entire quality of life.
Your Key To Delivering A Holistic Client Experience
Stickier & Authentic Relationships
Unifying the portfolio & personal builds more enduring client relationships. Tight Ship delivers a broader suite of services to meet expectations without adding seats to your bench.
Differentiating Your Services & Value
Serving as a powerful value when attracting & onboarding new clients and as needs & lifestyles change over time for established clients
Concrete & Actionable Metrics
Replaces the anecdotal with verifiable data giving you an accurate financial picture, including income, assets, and liabilities to strengthen strategy & ability to exceed goals
Tight Ship Personal CFO™
At Tight Ship Advisors, our Personal CFO™ services serve as the operational backbone of our clients' financial world. Each Tight Ship Advisor brings structure, accuracy, and accountability to every moving part of their client's personal and family finances. Our bespoke bill pay capabilities deliver the security, efficiency and stewardship that create confidence, clarity, and peace of mind for the clients you serve.
Client & Partner Testimonials
-Walter
"I was immediately pleased with their knowledge and efficiency. Since then, I’ve had them in twice each week to assist with various projects including Medicare billing, organizing my files, charitable donations, switching insurance carriers and getting ready to go to Florida for the winter."
-Martha
"Thank you for all the services your group provides to our family. We are truly grateful at the level of care, compassion, and professionalism we benefit from every day. We couldn't do this without your help. So glad we found you early on!"
John K
Beth also does considerable financial work, moving cash and tracking expenses on three residences. This requires keeping things totally private and she has my complete trust.
Oak Street Advisors
Having a trusted partner like Tight Ship Advisors to support our clients is absolutely essential. Tight Ship puts our clients’ minds at ease by taking over the administrative and day-to-day tasks that become overwhelming for our families. We have great faith in Tight Ship.
Let's Work
Together
312-566-7812
Serving clients in-person & virtually globally
Winnetka IL / Atlanta GA / Aspen CO / Minocqua WI
