Wealth Strategist Partners is a wealth manager based in Chicago, United States, founded in 1985. Verified contact details, AUM data, and investment preferences on FindLPs.
Wealth Strategist Partners is a multi-family office based in Chicago, Illinois. Established in 1985, the firm serves the nation's wealthiest families and individuals and focuses on private, taxable investors and their related entities. They develop an investment strategy and implementation recommendations based on the understanding of each client's specific situation. Wealth Strategist Partners provides family enterprise advisory services to a select group of individuals and complex families of significant net worth. At Wealth Strategist Partners (WSP) we work with our clients as we do with our own families: as principals serving principals. WSP originated in the investment office for the Lucas family, formed following the sale of the family's business, Carnation Company, in 1985. WSP is co-led by Stuart Lucas, Rod Goldstein, and Susan Lucas. Each of WSP's principals have over 30 years' experience working with complex families.
Investment types: Fund of Funds, Joint Venture/Partner, Long-Term Investments
Sectors & themes: Diversified Finance Consulting, Fund of Funds, Investment Management, Legal & Tax Services, Multi-Asset Investing, Retirement Planning, Travel Accommodations & Tourism, Trust Management, Wealth & Estate Planning, Finance, Traditional Investments (Liquid Assets), High-Level Sectors, Non-Profit, Tourism & Hospitality, Financial Services
Preferred geographies: United States
Location: 191 North Wacker Drive\nSuite 1500\nChicago\nIllinois\n60606\nUnited States
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.