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The Beaty-Field Team

Private Wealth Advisors




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About us

The Beaty Field Team

The Beaty-Field Team provides financial strategies and services to a select group of clients in the United States and abroad. We primarily work with control shareholders, their families, their companies, and their companies’ sponsored retirement programs. We add value by addressing complex, multi-faceted financial issues, and streamlining these issues through our applied knowledge, skill, and experience.

What Differentiates Our Team

Our bios attest to our education, training, experience, and longevity. Our capabilities allow us to focus on clients’ complex financial issues. Clients retain us because they recognize the need for a coordinated, detailed, and customized approach to their financial needs, encompassing investment management, capital markets, corporate finance, and liability management. Our skill in delivering carefully integrated strategies is our key driver of client satisfaction and retention.

Our Geographic Scope

Located in Chicago, we serve clients throughout the United States and abroad. Our dual focus has sharpened our analysis of economic trends in both countries. We delineate customized wealth management strategies that reflect a client’s individual risk parameters, portfolio holdings, timetables, and cash flow requirements. For International clients, we often work in conjunction with external advisors to enhance a client’s financial management – not replace it. We have developed specific skill in diversifying client assets to reduce investment and currency risk.

Our Offerings

We offer clients integrated services and strategies that are customized to reflect their needs:

  • Open architecture investment management
  • Liability strategies
  • Security diversification/concentrated stock management
  • Risk management
  • Corporate finance
  • Philanthropy
  • Retirement plan strategies

    Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.

    Chartered Financial Analyst® and CFA® are registered trademarks of the CFA Institute.

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