Chicago, IL Office

Team
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Goldman Sachs Wealth Services

Enterprise

Firm-wide stats for Goldman Sachs Wealth Services

Total advisors

1,153

Across 57 offices

Clients per advisor

100 High

Avg AUM per client

$215,149 Very Low

HNW client ratio

34% High

About

Goldman Sachs Wealth Services advises a broad client base that includes individual investors (both non‑HNW and high‑net‑worth), corporate and employer‑sponsored participants, executives, plan sponsors, and institutional clients. It delivers financial planning and portfolio management alongside related offerings such as Private Family Office services, Specialized Executive Wealth programs, Financial Wellness and SurvivorSupport/TransitionalSupport programs, and access to Alternative Investments.

The firm’s advisory teams (Wealth Advisors and Ayco PMG) tailor plans and portfolios to client objectives, using strategic and tactical allocation models produced by the Private Wealth Investment Strategy Group (ISG), manager selections by the External Investment Group (XIG), and both discretionary and non‑discretionary implementations. Clients can be served via a range of fee arrangements and platforms—including strategy‑based accounts, centrally managed strategies, and comprehensive pricing programs—and the firm describes operational tools such as model rebalancing, tax‑aware techniques, and the use of proprietary and third‑party analytics (including AI) in research and implementation.

Compared with peers, the Adviser’s integration into the broader Goldman Sachs ecosystem is notable: it references affiliated capabilities across GS&Co., GSAM, Ayco, Goldman Sachs Bank USA and other Goldman Sachs affiliates that function as a bank, asset manager, broker‑dealer, and counterparties subject to swap‑dealer and futures‑merchant regimes. It also documents less common client touchpoints for an enterprise adviser—participant or subscription‑style pricing for Financial Wellness and program services, periodic research/educational publications and seminars, pension/plan consulting and municipal advisory relationships, and specialized teams (e.g., Sponsors Coverage Group) for clients with concentrated private equity or hedge fund exposures—while noting these affiliations create both expanded product access and additional conflicts of interest disclosed in the brochure.

Based on Goldman Sachs Wealth Services

Expertise

Wealth management Equity compensation tax strategy Tax-loss harvesting

Based on Goldman Sachs Wealth Services

Occupation focus

Executive Founder/Business Owner

Based on Goldman Sachs Wealth Services

Demographic focus

Intergenerational Families

Based on Goldman Sachs Wealth Services

Location

71 South Wacker Drive, Suite 120

Chicago IL 60606

Advisors at this office

9

Advisors at this office

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Hannah S

Series 66

Chicago, IL

Goldman Sachs Wealth Services

Hannah Stamps is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs since 2022. Prior to that, she was employed at Tulane University and Target. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management supported by strategic allocation models and manager selections, integrating a range of fee arrangements, platforms, and proprietary research tools.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
user avatar

Daniel S

Series 66

Chicago, IL

Goldman Sachs Wealth Services

Daniel Schramm is a financial advisor with Goldman Sachs Wealth Services in Chicago, holding a Series 66 credential and two years of industry experience. Prior to his current role, he has worked at JPMorgan Chase and Gruber Law Offices among other positions. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs, utilizing strategic allocation models and proprietary research to tailor client solutions.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Eric D

Series 66

Chicago, IL

Goldman Sachs Wealth Services

Eric Daliege is a financial advisor with Goldman Sachs Wealth Services in Chicago, IL, holding a Series 66 designation and 11 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent seven years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm leverages centralized investment resources and model portfolios while offering tailored services such as Executive Wealth and Private Family Office support.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Daniel K

Series 65, Series 63

Chicago, IL

Goldman Sachs Wealth Services

Daniel Kempf is a financial advisor with Goldman Sachs Wealth Services in Chicago, IL, holding Series 65 and Series 63 licenses and seven years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2019 and previously held positions at Indiana University and Oracle Corp. Kempf serves on the Board of Directors of the Boy Scouts of America Northeast Illinois Council and acts as an Alumni Mentor for MBA students at Indiana University. Goldman Sachs Wealth Services provides tailored financial planning and portfolio management to a wide range of clients, including individuals, executives, plan sponsors, and institutions. The firm integrates resources from across the Goldman Sachs ecosystem and uses strategic allocation models, tax-aware techniques, and proprietary analytics to support client objectives.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Sean M

Series 63, Series 65

Chicago, IL

Goldman Sachs Wealth Services

Sean Mcnamara is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2019, following roles at The Ayco Company, L.P., Jimmy Johns, and Friendly Auto Group. Goldman Sachs Wealth Services advises a diverse client base that includes individual investors, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management services supported by proprietary analytics and integrates capabilities across the broader Goldman Sachs ecosystem.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
user avatar

Ally B

Series 66

Chicago, IL

Goldman Sachs Wealth Services

Ally Becker is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and four years of industry experience. She has worked at Goldman Sachs since 2021 and held positions at AxisU, DoorDash, Mallinckrodt Pharmaceuticals, and other organizations prior to joining the firm. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm employs centralized investment resources and a range of discretionary and non-discretionary managers, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Dhruv P

Series 66

Chicago, IL

Goldman Sachs Wealth Services

Dhruv Patel is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds the Series 66 designation and has been with Goldman Sachs since 2023. Prior to his advisory role, he studied at the University of Illinois Urbana-Champaign and gained experience outside finance in the automotive service sector. Goldman Sachs Wealth Services serves a wide range of clients, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers financial planning and portfolio management tailored to client objectives, leveraging strategic allocation models, manager selections, and both discretionary and non-discretionary implementations within the broader Goldman Sachs ecosystem.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
user avatar

Ryan T

Series 65, Series 63

Chicago, IL

Goldman Sachs Wealth Services

Ryan Taylor is a financial advisor with Goldman Sachs Wealth Services in Chicago, holding Series 65 and Series 63 licenses and having five years of industry experience. He has been with Goldman Sachs since 2019, previously working at AIT Worldwide Logistics. He has made guest appearances for the Green Bay Packers as an alumni. Goldman Sachs Wealth Services advises a wide range of clients, including individual investors, corporate participants, executives, and institutional clients. The firm provides financial planning and portfolio management with customized strategies supported by extensive research, leveraging Goldman Sachs’ broad ecosystem of affiliates and specialized advisory teams.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
user avatar

Matthew B

Series 66

Chicago, IL

Goldman Sachs Wealth Services

Matthew Burel is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 16 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 11 years at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and model portfolios, delivering services through both affiliated and unaffiliated managers, and integrates offerings across multiple affiliates such as banking and retirement consulting.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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