Private Vista LLC

07/20/2026

We’re excited to share that Private Vista has become Hightower Signature Wealth.

This page will no longer be active, so we invite you to stay connected with us on our new page: https://hubs.li/Q04nC_980

Follow us there for the latest updates and insights. Thank you.

07/07/2026

At Private Vista, connection has always been at the heart of everything we do. While our name is changing the level of service that you know and trust, is not.

Our mission remains the same – helping families, business owners, and professionals pursue their financial goals with confidence and clarity.

Hightower Signature Wealth building on the strong foundation we’ve created together, keeping our connection, and your family, at the center of everything we do.

The whole team at Private Vista thanks you for your continued trust and partnership.

Link to blog: https://hubs.li/Q04nJ-Zk0

07/06/2026

Exciting news from Private Vista! Matt Parenti, CFP®, MSF, Partner at Private Vista, was featured in The Wall Street Journal in a story about homebuying, family planning and one-income financial decisions.

We’re proud to see Matt share thoughtful guidance that helps readers think about how a major decision like buying a home fits into the bigger picture of life, goals and long-term financial planning.

Thank you to The Wall Street Journal and Demetria Gallegos for including Private Vista.

Full Article: https://hubs.li/Q04nD1DJ0

07/06/2026

Do you ever feel like good intentions can sometimes create unintended consequences?

Every parent wants to help their child succeed. But there comes a point where too much support can make it harder for a young adult to develop independence and confidence.

How do you encourage accountability without damaging the relationship?

Nicole Romito and Joyce Marter explore these questions in a conversation about financial boundaries, financial responsibility, and the role parents play in helping adult children move forward.

One of the most valuable lessons is recognizing that support and independence aren't opposites. Both can exist when expectations are clear, and communication stays open.

Tune in now and hear the full discussion. 👉 https://hubs.li/Q04l-cd20

$And$ense

Episode 90 of the Dollar$ and $ense: Creating Your Fulfilled Life Podcast with Private Vista Partner, Nicole Romito Watching an adult child take their first steps into independence can be exciting, rewarding, and sometimes challenging. How can parents provide support without creating dependency?....

07/03/2026

We want to take a moment to wish our clients, friends, and community a safe, joyful, and relaxing Independence Day celebration tomorrow. We’re grateful for the trust you place in us and hope you enjoy meaningful time with the people who matter most.

Our offices will be closed today in observance of the holiday, and we’ll resume normal business hours on Monday, July 6.

Wishing you a wonderful 4th of July! 🎆

07/01/2026

We’re excited to celebrate Randy Porzel, CFP®, RICP®, for writing an article featured on Kiplinger! 🙌

Randy shared valuable insights on the new 530A “Trump Accounts,” helping families better understand their long‑term savings options.

We’re proud to see Randy’s insights recognized on a national stage and grateful to Kiplinger for highlighting this important topic.

🔗 Read more:

Private Vista Celebrates Randy Porzel’s Feature on Kiplinger for Insights on New Trump Accounts CHICAGO, IL — June 24, 2026 — Private Vista, a Chicago‑ and Oak Brook‑based wealth management practice serving individuals and families across the country, is proud to announce that Randy Por...

07/01/2026

Inheriting an IRA can feel overwhelming, especially when it happens during an already emotional time.

Understanding whether you qualify as an eligible beneficiary, how the 10‑year rule applies, and what each distribution method means for your tax situation can help you make informed decisions at your own pace.

Each situation is unique, and reviewing your options carefully can help you move forward with confidence.

Read the full article to learn more about your options and what to consider next.
🔗:

Article on what to do with inherited IRAs for GREET Western Springs Magazine When you inherit assets from a loved one, the litany of tasks and choices that can follow during an already difficult time in your life may seem overwhelming. Different account types require various considerations and ac...

06/29/2026

As our parents get older, the roles in a family can shift in ways we don’t always expect.

Many adult children find themselves helping their parents not just with health decisions, but with financial support as well.

When families take the time to navigate these issues thoughtfully, it can lead to less stress and more confident, well‑informed choices for everyone involved.

In this article, explore common signs of needing support, why financial shortfalls occur, and how to form a strategic plan for you and your parents.

🔗:

Understanding how to identify financial shortfalls, navigate sensitive conversations, and protect your long‑term plan. When you’re growing up, your parents are responsible for caring for you and helping you build a stable foundation for adulthood. But as you age, so do your parents, and the d...