Investment management and planning delivered through FourStar Wealth Advisors, Ed Kollada’s independent Registered Investment Advisory Firm.
Investment strategy built to work with your tax plan, estate goals, and overall financial picture — not in isolation from them.
Most portfolios are managed like tax planning and estate strategy don’t exist. Positions get rebalanced without checking cost basis. Appreciated stock gets sold, triggering capital gains nobody planned for. Asset allocation ignores the business you’re planning to sell in five years.
The deeper issue is that too many wealth managers treat investment management as a standalone service — disconnected from your CPA’s tax strategy, your attorney’s estate plan, and your broader financial life.
The result: unnecessary taxes, missed opportunities, and a portfolio that works against your other goals rather than alongside them.
Your wealth deserves proactive, strategic guidance — with access to growth opportunities, risk management, and market dynamics across both public and private markets.
Personalized portfolio management built around your goals and risk tolerance.
A clear financial roadmap connecting today’s decisions to tomorrow’s goals.
Proactive solutions to minimize tax from capital gains and ordinary income.
Aligning family intent and values with sophisticated and tax-efficient wealth planning.
Resources and guidance to support your philanthropic approach.
Placing assets across account types to minimize lifetime tax burden.
Timing and applying investment losses strategically to offset gains across your full portfolio.
Structuring accounts, beneficiary designations, and asset titling to support your estate and legacy goals.
Full array of trustee services, including the delegation or management of trust assets.
Strategies for managing large or illiquid holdings without triggering unintended tax events.
Building investment guidelines around your actual risk tolerance, liquidity needs, and planning horizon.
Ensuring a cohesive strategy across every account, custodian, and platform you hold.
Resources and guidance to support your philanthropic approach.
How We Work With Your Other Advisors: We coordinate directly with your CPA and estate attorney so tax and legal considerations inform every investment decision.
What This Isn’t: Legal advice or tax preparation. Those are provided by your own licensed CPA and attorney — we work alongside them, not in place of them.
Markets change. Life changes. We stay engaged with regular portfolio reviews, coordinating with your CPA and estate attorney as your circumstances evolve.
✓ Ongoing portfolio monitoring and rebalancing
✓ Coordination with your tax and estate planning
✓ A single point of contact for your investment strategy
“We put your goals at the center of the plan — then build the strategy to match them.”
— Ed Kollada
Ed is Managing Director/Founder of Elite Wealth Partners. Ed is known as a thought leader in the professional services industry based on his 15 years of experience owning and operating a multidisciplinary firm. Prior to joining Elite Wealth Partners, Ed worked over three decades in consulting/commercial banking/investment/private banking areas at Arthur Young, American National Bank, Lehman Brothers, The Bensman Group, American Chartered Bank, and Strategic Retirement Partners providing personal/business/investment advisory services to growing middle market companies, senior management teams and wealthy families.
With an emphasis on professional collaboration, Ed brings an entrepreneurial spirit to the team along with his experience in independent non-bias investment management, financial planning, private banking, insurance plan design, and specialty financing needs to the Elite Wealth Partners team.
Ed is a graduate of Indiana University and DePaul University (MBA). He is a Certified Public Accountant (CPA), CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®). Ed holds his Series 65 (Uniform Investment Adviser Law Examination) and state insurance licenses.*
Ed’s community involvement includes Membership/Volunteering in Chicago organizations including PAWS, Big Brothers/Big Sisters, Chicago Marathon, and Greater Chicago Food Depository. Ed resides in the Chicago area and proud dad to his two older sons, Matt and Mike. He is an avid runner, and also enjoys travel, golf, snow skiing, and a commitment to life-long learning.
Brian Kasal is the CEO and founder of FourStar Wealth Advisors LLC, an SEC Registered Investment Adviser firm headquartered in Chicago. Brian holds an MBA from the University of Chicago’s Booth School of Business and has been a guest lecturer for their MBA program.
Brian has been a member of the Portfolio Management Institute (PMI), as well as Senior Portfolio Management Director and Senior Vice President of Morgan Stanley. Brian has also served clients at Paine Webber, Lehman Brothers and for 15 years at William Blair and Company as a Senior Principal in the Private Client Portfolio Management Group.
In addition to being an Eagle Scout and serving on the board of directors of the Chicago and Central Regional Council of the Boy Scouts of America for the last 15 years, Brian is a seated member of the National Finance Committee of the Boy Scouts and a trustee of the National BSA Foundation.
Brian founded the Chicago Chapter of the International Association of Advisors in Philanthropy and served as a member of the National Board of Advisors in Philanthropy in the United States.
Brian has served on the board of the Illinois Channel—the nonprofit and nonpartisan C-Span of Illinois—and also served as Board Chair. He served on the board for the nonpartisan, non-Illinois Campaign for Political Reform, now called Reform for Illinois. He is active in public affairs having served as the Chicago leader of the Concord Coalition and Committeeman of Chicago’s 43rd Ward, in addition to fundraising for numerous state and local campaigns.
Brian was one of the earliest members of the Hyde Park Angels, the largest angel network in the Midwest, founded from Brian’s business school class at the University of Chicago. He spent 10 years working with startup companies and seed-round investing and now continues searching for opportunities for investors.
Jack Walsh has a singular, straightforward mission: to provide tailored, comprehensive, private wealth management guidance and offer holistic family financial planning. This approach establishes a truly close relationship with his clients and their families based on earned trust.
With over thirty-five years of industry experience, Jack worked at the Chicago Mercantile Exchange specializing in interest rate futures. Market experience has Jack well placed to service clients’ needs in the wealth management arena. Jack leverages his experience and higher-level understanding of financial markets into a tool, seeking to guide clients on the journey to success.
Jack joined FourStar to be the chief Financial Advisor Consultant of the firm’s practice, working closely with founder Brian Kasal to service the clients of the firm.
A native of Chicago, Jack earned a Bachelor of Science degree in Business Administration and Finance from John Carroll University and is a proud dad of three young adults. Besides spending time with his family and friends, Jack enjoys college football on crisp fall days, riding bikes, and playing a round of golf.
Securities offered through Realta Equities, Inc., member FINRA / SIPC. Investment advice offered through FourStar Wealth Advisors, LLC, a registered investment adviser and separate entity from Realta Equities, Inc. B/D, Realta, is requesting that we add these disclosures.
Jacob is a member of the team as a Client Services Associate at FourStar Wealth Advisors. He was born in Davenport, Iowa and grew up in the Quad Cities until he attended the University of Wisconsin – Oshkosh. At Oshkosh, Jacob earned a Bachelor of Science in finance and was a four-year member of the Division III Men’s Basketball team (Go Titans!), which strengthened his spirit of teamwork and commitment to excellence. Jacob holds the Series 7 and Series 63 securities licenses and is in pursuit of the Series 65 license. His industry experience includes customer service, insurance, and trading.
Jacob lives in the West Loop of Chicago and loves all the city has to offer. A few of his hobbies include most things related to fitness, keeping up with the Chicago Cubs and Iowa Hawkeyes, cooking- especially backyard grilling, as well as spending time with family and friends.
Nick Ginnodo works as a Client Service Associate at FourStar. A graduate of the University of Illinois at Urbana-Champaign, Nick has a degree in Financial Planning. He has held Series 7 and Series 63 licenses and has previous client service experience at an RIA in Chicago. He now holds the Series 65 in his capacity as an Investment Adviser Representative (IAR) at FourStar.
Hailing from Palos Heights, Illinois, Nick especially loved playing hockey while growing up. Now living in the Lakeview neighborhood of Chicago, Nick enjoys strumming guitar and playing hockey- on the frozen ponds during the winter months or when ice time is available during the rest of the year. Nick loves meeting new people and may also be found with his friends at a live show or at the many restaurants across his neighborhood.
