Maridea Wealth Management has acquired Park Ridge Financial as the approximately $1.8 billion wealth management platform expands its presence in Chicago. Park Ridge Financial provides investment management, retirement planning and estate conservation services to individuals, families and business owners. Maridea entered the Chicago market in September 2025, and the Park Ridge team will now join its existing Chicago office. Park Ridge founder Rick Pucci will join Maridea as Senior Investment Advisor.
Pucci has led the advisory practice for more than 17 years and has focused on integrating investment, retirement and estate strategies around clients’ long-term objectives.
Existing Park Ridge clients will continue working with their Chicago-based advisory team while gaining access to Maridea’s proprietary tax services, investment research and broader financial planning infrastructure.
The acquisition supports Maridea’s strategy of expanding through established local advisors while adding the capabilities of a larger national platform behind those relationships.
Maridea operates eight offices with more than 50 professionals and oversees approximately $1.8 billion in assets under management and administration.
KEY QUOTES:
“We are incredibly excited to welcome Rick to Maridea. He has built an outstanding business by investing in great people, fostering a strong culture, and achieving consistent growth. His momentum and professionalism make him a natural fit for Maridea, and this partnership supports our long-term goal of continuing to deepen our presence in Chicago.”
Mier Wang, Founder and CEO of Maridea Wealth Management
“Rick has spent more than seventeen years earning the trust of families and business owners across the Chicago area, and that is exactly the kind of practice we want to build alongside.”
“Bringing our teams together under one roof gives clients a deeper bench in their own market, the same local relationships they have always had, now backed by the research, tax, and planning resources of a national firm.”
Brian Sheehy, Senior Investment Advisor at Maridea Wealth Management
“I’m excited to join Maridea at a time of strong momentum and growth. Maridea’s high-growth trajectory, entrepreneurial culture, and long-term vision were key factors that attracted my team and me to this partnership.”
“By coming together, we’re able to expand the planning and retirement solutions we provide while continuing to deliver exceptional service to clients.”
Rick Pucci, Senior Investment Advisor at Maridea Wealth Management
