Steinhandler Wealth Advisors
Perry Steinhandler and Zachary Steinhandler
With a combined 50 years in the financial services industries, Zachary Steinhandler & Perry Steinhandler lead the team at Steinhandler Wealth Advisors (SWA). The Steinhandler family of companies began in 1977 by Perry & Isadore Steinhandler (Perry’s father). The core principle of taking care of clients as if they are family remains unchanged.
SWA focuses on conservative money strategies that help get you to and through your retirement. Zachary says “we are fiercely committed to providing our clients with independent, unbiased advice. With proper planning and guidance, I am truly satisfied when my clients tell me they are able to sleep better at night after working with us.”
SWA also has trusted relationships with a network of CPA’s, attorney and estate planners to ensure that all pieces of a client’s retirement puzzle are connected together.
We support and contribute to The American Cancer Society, Juvenile Diabetes Associate & Wounded Warriors Project.
With gratitude and appreciation, Steinhandler Wealth Advisors looks forward to building relationships for the next 50 years.
Meet Our Team
Perry Steinhandler
With over 40 years in financial services Perry is well versed in retirement planning, wealth preservation, and creating income streams his clients can’t outlive. Perry’s special skill sets include using proprietary “conservative-money” strategies that simply put “help protect the money you can’t afford to lose”.
A graduate of Northern Illinois University and a life long learner, Perry and his wife Diane live in the Chicago Northwest suburbs, and take special pride in their adult kids, and growing number of grandchildren.
Zachary Steinhandler
Zachary Steinhandler, Founder of Steinhandler Wealth Advisors, leads the third generation of the Steinhandler family of companies. He says “growing up I was taught to treat clients as if they were family and always leave clients in a better situation than when I met them.”
Being an Investment Advisor Representative allows Zachary to customize comprehensive strategies that focus on principal preservation, growth, income planning and wealth transfer for families and small businesses.
A graduate of Dominican University, Zachary lives with his wife and two children in Evanston, IL. In his spare time he enjoys playing basketball and platform tennis.