Naperville Private Wealth, LLC

Naperville Private Wealth is an independent, state-registered advisory firm that serves individual and high‑net‑worth clients with discretionary wealth management and financial planning. The firm offers portfolio management for taxable and retirement accounts, ongoing financial planning, and the option to implement portions of portfolios through unaffiliated independent managers.

Investment decisions are based on fundamental analysis with a generally long‑term orientation, using low‑cost diversified mutual funds and ETFs alongside individual stocks and bonds when appropriate. The adviser works with clients to establish goals, risk tolerance, and strategic asset allocation, monitors accounts continuously, and may recommend rebalancing, tax‑aware adjustments, or rollovers when deemed in a client’s interest.

The firm operates as a single‑advisor practice with no additional staff, managing about $4.15 million across eight client relationships and maintaining two offices, and it generally does not impose a minimum relationship size—features that make its scale and structure atypical for independent advisers. The principal maintains insurance licensure and may receive commission income from insurance product sales, and the firm uses an institutional custody/platform relationship (including receipt of software and support) that it discloses and manages as potential conflicts of interest.