Estate & Trust Advisors

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707 Skokie Blvd Ste 300
Northbrook, IL 60062
+1 (847) 441-4600
https://www.etaadvisor.com

Estate Trust Advisors is an SEC Registered Investment Advisor firm based in Northbrook, Illinois, dedicated to the capital preservation and enhancement of wealth for affluent families, business owners, and retirees. With a focus on personalized financial management, the firm employs modern portfolio theory to prudently manage customized stock and bond portfolios, ensuring clients' investments align with their long-term financial goals.

Under the leadership of President Mark J. Schwartz, Estate Trust Advisors aims to provide a conflict-free wealth management experience that prioritizes the unique needs of each investor. The firm is committed to developing tailored financial strategies designed to preserve capital, promote growth, and generate income throughout retirement.

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