Headshot of Chad Thalheimer Advisor for NorthRock Partners Chicago Illinois

Chad Thalheimer, CFP®, CPWA®

Chad Thalheimer is a Personal Office® Advisor for NorthRock Partners, specializing in wealth management for corporate executives, professional athletes, and high-net-worth families. Based in NorthRock’s Deer Park office, Chad serves clients across the Chicago area and nationwide, providing customized strategies for executive compensation, tax-efficient investment planning, and generational wealth transfer.

With a deep understanding of the financial complexities facing top executives and elite athletes, Chad delivers tailored guidance on equity compensation, trust and estate planning, risk management, and charitable giving. His expertise helps clients navigate liquidity events, major career transitions, and long-term financial security, ensuring their wealth aligns with their personal and professional aspirations.

A trusted advisor in the Chicago financial community, Chad is dedicated to building long-term client relationships through a highly personalized and proactive approach. He works closely with clients to develop comprehensive wealth strategies that support their evolving needs.

Professional Designations and Associations

  • Bachelor of Science, Business Administration (Finance), University of Richmond
  • Certified Financial Planner™ Professional (CFP®)
  • Certified Private Wealth Advisor (CPWA®), Yale School of Management

Professional and Community Involvement

  • Member of Investment Management Consultants Association
  • Board of Directors Member for Barrington Youth and Family Services

Personal Life

Chad lives in North Barrington, Illinois, with his wife, Betsy, and their three daughters. He enjoys playing golf, coaching youth sports and watching all Chicago sports, especially the Chicago Bulls.