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No matter where a client might be in their financial journey, or what life decision they are making, HCR Wealth Advisors is here to guide them and stand by their side in challenging times and times of prosperity. We feel it is our duty and privilege to educate and empower our clients, and to provide confidence and financial understanding. Our clients trust and rely on us for personalized service and to make critical decisions for them and their financial well-being and we believe in doing what is right for every individual we serve. We work to build deep connections with our clients and work with them to overcome challenges that may be standing in the way of their ideal financial outcome. We pride ourselves on providing comprehensive financial advice, developing and refining investment strategies, and ensuring our clients are organized and on track to meet their goals. Exceptional client service is at the heart of who we are. HCR is not your average financial advisor and we will not be influenced by any consideration beyond our clients needs. To maintain objectivity and integrity, we do not accept commissions from mutual funds or money managers, we do not provide proprietary strategies, and we use an advisory model that allows for agnostic guidance. We take a holistic advisory approach by factoring in specific lifestyle and personal considerations to map out a clients financial life allowing them reach those goals as simply and painlessly as possible. Our clients trust us to make critical decisions and provide unmatched personalized service to each and every one of them. At HCR Wealth Advisors, we do just that.
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First Western is the best private bank for the western wealth management client.
As “The Bank of You,” North Shore Bank is about helping families thrive, businesses grow and communities flourish. North Shore Bank prides itself on being an advocate for its customers, helping them live the life they want, and supporting the community we all share. And it`s our employees behind every counter and behind the scenes that make the difference. With 47 offices throughout eastern Wisconsin and northern Illinois, North Shore Bank and our 500+ employees remain committed to our customers by providing personalized service both in-person and from anywhere in the world through its online and mobile banking technology. It`s been that way for 90 years. The North Shore Building & Loan Association was started in 1923 by a group of local teachers in the backroom of Perkins Hardware Store on what is now Capitol Drive in Shorewood, WI. Today, North Shore Bank (the name was changed in 1989) has assets of over $1.7 billion. As North Shore Building & Loan Association, we began our operations with $22,000 in assets and started building our branch network in the seventies, opening our first branch office in Milwaukee in 1972.