.png)
Wealth Management Manages The Nest Egg.
We Manage The Nest.
Concierge services for individuals, family offices and wealth management teams.
Deepening Client Relationships, Together
As a natural extension of wealth management, we provide your clients with a dedicated Advisor that is focused on the personal side of their financial well-being & longevity. Through our one-of-a-kind service model, we deliver personalized solutions for cash flow, healthcare advocacy, benefits navigation, estate directives, and concierge services from one cohesive and bespoke resource.
This means your clients receive proactive support to manage life's complexities, reduction of non-market risks, and less administrative burden to their every day lives. For the wealth management professional, it means a more engaged client, an accurate and timely view of the complete financial picture, and the freedom to focus on core investment strategy.
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.
Strengthening Your Client relationship Strategy
Personal Proactive Engagement
Facilitating consistent and proactive engagement with clients & prospects that moves beyond traditional touch-points to address the broadest
range of needs
Deepening Existing Relationships
Building more enduring client relationships by integrating a broader suite of services to meet expectations without adding seats to your bench.
Strengthening Your Client relationship Strategy
Serving as a powerful value when attracting & onboarding new clients (CAC) and as needs
change over time for established clients (LTV)
Holistic & Compliant
A dual path strategy reinforcing
your fiduciary and KYC obligations in every
action that reduces blindspots
Removes Your Blindspots
A proactive feedback & communication loop to anticipate & capture opportunities reflecting commitment to timely & personalized attention
Concrete & Actionable Metrics
Replaces the anecdotal with verifiable data to build an accurate financial picture, including income, assets, and liabilities to strengthen
recommendations & strategy
Tight Ship Life CFO™
At Tight Ship Advisors, our Life 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. From bill pay to comprehensive financial oversight, we deliver the systems and stewardship that create confidence, clarity, and peace of mind.
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!"
Feature Title Three
Share your feature information here to attract new clients. Provide a brief summary to help visitors understand the context and background, and add details about what makes this feature significant.
Let's Work
Together
312-566-7812
HQ Winnetka IL
Satellite offices in Aspen CO,
Minocqua WI and Atlanta GA
Home
About
Contact
Privacy Policy.