The Sullivan Wealth Advisory Group at William Blair couples the resources of the largest, privately-held investment firm in Chicago with personal attention to assist individuals and families in growing, protecting, and managing their wealth. Based on detailed knowledge of our clients, research-driven investment insight, and our long tenure and expertise in the industry, we help you invest confidently to reach your goals. We do this by designing and deploying a financial blueprint to guide you, with a comprehensive planning perspective, analysis, and advocacy created just for you. We serve multiple generations of many families and we employ a continuous dialogue between you, your family, and the Sullivan Wealth Advisory Group. With this approach, we provide an unwavering focus on growing with you and your family’s evolving needs.
The Sullivan Wealth Advisory Group
William Blair Private Wealth Management
About William Blair
William Blair is a premier global boutique with expertise in investment banking, investment management, and private wealth management. We provide advisory services, strategies, and solutions to meet our clients’ evolving needs. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 20 offices worldwide.*
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1935
Year William Blair was founded
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1,900+
Employees worldwide
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149 billion+
Client assets
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89 Years
Independent and employee-owned
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20+
Offices worldwide
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~650
Companies under coverage
As of September 30, 2024
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.
Thought Leadership
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Asset Allocation: Your Biggest Investment Decision
Building a portfolio involves countless decisions. But none is more important than how you allocate your wealth across asset classes. This white paper describes the process of developing a customized asset-allocation strategy, achieving meaningful diversification across and within asset classes, and monitoring allocations and reviewing portfolios.
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