CFPCFA

    Steven McGowan

    Managing Director- Wealth Advisor

    Rothschild Wealth Partners
    Oak Brook, Illinois12 years experienceNo minimum minimum

    About Steven

    Steven McGowan serves as Managing Director and Wealth Advisor at Rothschild Wealth Partners, where he integrates diverse facets of wealth management to meet his clients’ financial objectives. With a focus on investment strategy, tax planning, retirement guidance, and long-term cash flow management, ... One thing I want my clients to know about me is... My focus is simple: reduce taxes, optimize wealth, and bring clarity to complex financial decisions through personalized planning. I take pride in proactive communication and timely responses to my clients.

    Areas of focus

    Credentials & background

    Designations

    CFPCFA

    Licenses

    Series 63Series 65Series 7TOSIE

    Education

    Personal Finance, BS University of WisconsinMadison (2014)

    Clients served

    RetireesBusiness OwnersDoctorsCorporate ExecutivesHealthcare WorkersHigh Net Worth IndividualsInheritorsDentistsEntrepreneurs

    Registered in

    Illinois

    The firm

    Rothschild Wealth Partners