Our Team

As the third generation of Steinhandler Wealth Advisors, Zachary Steinhandler learned from a young age to treat his clients like family. Zak always takes a personalized approach to his clients' portfolios because, as a son, a father, and a husband, he's learned that the secret to serving people and their best interests is to truly listen to them.

Now, as an Investment Advisor Representative and President of SWA, he takes an active interest in his clients' lives and their families, learning what they love, what they fear, and what keeps them awake at night so he can offer comprehensive solutions to help them reach their lifelong goals. He uses his expertise to maximize principal preservation, growth, income planning, and wealth transfer for families and small businesses, prioritizing actionable advice rather than one-size-fits-all financial plans.

Family is at the heart of everything Zak does. Whether he's helping his clients figure out how to fund their child's education or taking time out for his own children's soccer, basketball, or tennis games, Zak knows that each action he takes has a far-reaching impact in the lives of those he serves and the people he loves.

Get to know Zachary on a personal level.

1. My family—my wife, Laura, sons, Max and Charlie, and daughter, Ella—are the most important things in my life.
2. We're an active family. The kids participate in soccer, basketball, tennis, flag football, dance...the list goes on.
3. I’ve enjoyed coaching all of my kids in soccer and basketball.
4. My wife went to Michigan, so there's a lot of pride and enthusiastic "Go Blue" cheering at the TV during Wolverine football and basketball games.
5. I went to Dominican University in River Forest and played soccer there for three years. During my senior year, I studied abroad in London.
6. I love playing platform tennis in the fall and winter.
7. We are members of the Evanston Golf Club.
8. We’ve gone to our favorite family vacation spot on Sanibel Island for over a decade.
9. I am the third generation in the family business.
10. My favorite cuisine is Mexican; my favorite drink is an Arnold Palmer.

Perry Steinhandler is the Vice President of Steinhandler Wealth Advisors, and he's spent the last forty years turning his clients from strangers into family. By using conservative-money strategies focused on retirement planning and wealth preservation, Perry helps his clients create income streams to see them to and through their retirement years. 

Perry has been trained to always look ahead and be mindful of the impact his actions might have far into the future of his clients and their families.

Get to know Perry on a personal level. 

1. I’ve been married to my best friend for almost 50 years, blessed with 2 kids and their spouses.
2. We have 6 very loved grandchildren, 5 Boys, and Miss Ella.
3. I'm at the gym by 6am most mornings, trying to get into the same shape as my son.
4. I campaigned and had lunch with JFK prior to the 1960 presidential election.
5. My prized possessions are a verified autographed baseball and a picture of Sandy Koufax.
6. I hitchhiked through upstate NY and 3 Canadian provinces during college.
7. My favorite food is Lou Malnati’s Deep Dish, or whatever my wife cooks. 
8. My first job was door to door with my shoe shine kit.
9. I worked 3 summers for the Chicago Cubs.
10. A lifelong enjoyment of Soccer, Basketball, Baseball, and reading.