TC Wealth Partners

  • Financial Services
  • Downers Grove IL
  • 29 employees
  • Investment Management
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Company Overview

Headquarters
1901 Butterfield Rd Ste 1000, Downers Grove IL
Website
tcwealthpartners.com
Phone
(630) 545-4837
Employees
29
Founded in
1993
Industry
Financial Services
NAICS Code
NAICS Code 52399 Companies
NAICS Code 523 Companies
NAICS Code 523991 Companies
NAICS Code 52 Companies
NAICS Code 5239 Companies
SIC Code
SIC Code 673 Companies
SIC Code 67 Companies
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Financials & Stats

Revenue

$7B

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Who is TC Wealth Partners

TC Wealth Partners, LLC is a privately held company based in Downers Grove, Illinois, with 29 employees. The firm provides a comprehensive range of financial services tailored to individuals and families. Their expertise encompasses financial planning, investments, trust services, and retirement plans. TC Wealth Partners aims to guide clients through all stages of life, helping them navigate financial transitions and achieve their goals. What sets TC Wealth Partners apart is their commitment to holistic financial planning, addressing the full spectrum of a family's needs across generations. They pride themselves on their team of experienced professionals who provide personalized guidance and support to help clients achieve financial freedom. Clients can learn more about TC Wealth Partners' services and disclosures by visiting their website at tcwealthpartners.com.

Company Leadership

Jill Shattler Ward

Partner

Phone Email

TC Wealth Partners Industry Tags

Wealth and Investment Management
Qualified Retirement Plan Design and Administration
Investment Bank/Securities Brokerage
Management Investment
Open-ended
Investment Management
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TC Wealth Partners Tech Stack

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7M 10 Wyomissing, PA
7M 11 Indianapolis, IN 1996
7M 25 Fort Worth, TX 1969
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FAQ

What is the location of TC Wealth Partners's headquarters?
The headquarters of TC Wealth Partners are situated at 1901 Butterfield Rd Ste 1000, Downers Grove IL
What is TC Wealth Partners's phone number?
TC Wealth Partners's contact number is (630) 545-4837.
What is TC Wealth Partners's official website?
The official website of TC Wealth Partners can be found at tcwealthpartners.com.
What is TC Wealth Partners's current revenue?
As of September 2022, TC Wealth Partners's annual revenue reached $7B.
How many employees does TC Wealth Partners currently have?
TC Wealth Partners employs approximately 29+ people as of September 2022
Which industries is TC Wealth Partners primarily operating in?
TC Wealth Partners operates in the following industries: Credit, Finance, Investment Management
Who is the Partner of TC Wealth Partners?
TC Wealth Partners's Partner is Jill Shattler Ward
What are TC Wealth Partners's industry tags?
TC Wealth Partners's industry tags include: Wealth and Investment Management, Qualified Retirement Plan Design and Administration, Investment Bank/Securities Brokerage
When was TC Wealth Partners founded?
TC Wealth Partners was founded in 1993.

Employee Directory

Key Employees

Jill Ward

Partner

Phone Email

Cindy Jones

Trust Services Senior Account Executive

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Debra Gregorash

CFO

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Wendy Wong

Operations Specialist

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