Maridea Wealth Management has acquired Pinnacle Wealth Management, a client-focused advisory firm founded in 1994 and based in Chicago, IL.
Led by experienced advisor Brian Sheehy, Pinnacle is known for delivering personalized financial strategies to high-net-worth individuals and families. The firm will transition from LPL Financial to Maridea’s independent RIA platform, strengthening Maridea’s Midwest presence and expanding its service offerings.
Brian Sheehy, with nearly three decades of experience, will join Maridea as a Senior Investment Advisor to help grow the Chicago office.
Advisor: Green Sail Capital Partners acted as the exclusive sell-side advisor to Pinnacle.
KEY QUOTES:
“Brian’s philosophy of transparent client guidance and customized wealth solutions aligns perfectly with our values at Maridea. The Pinnacle team’s deep commitment to client success and strong reputation in the Midwest make them an ideal partner as we continue building a premier wealth management platform.”
Mier Wang, Founder and Chief Executive Officer of Maridea
“Leaving LPL was not a decision I took lightly, but the opportunity to join Maridea felt like the right next step. I’m thrilled to help grow Maridea’s presence in Chicago and to be part of a firm that combines the strength of a national platform with the agility of an entrepreneurial culture. The collaborative spirit, depth of resources, and caliber of the executive leadership — including an impressive institutional board — give me full confidence that we’re in the ideal environment to grow and serve our clients at the highest level.”
Brian Sheehy
“We’re proud to have advised Brian on a transaction that will enhance Pinnacle’s client experience and provide the Pinnacle team resources to capture untapped growth opportunities as Maridea’s first platform in the Chicago market.”
Ryan Kaminski, Co-Founder of Green Sail Capital Partners
