Perennial Wealth Partners has launched as a full-service wealth management practice within Integrated Partners, with six financial advisors collectively managing more than $500 million in client assets.
The Chicago-based practice is owned by eight founding partners who have worked together for years and formed Perennial to deepen their collaboration while providing comprehensive financial advice to high-net-worth individuals and families.
Perennial’s founding team includes Ben Audley, Senior Advisor and Partner; Sam Awad, Principal Advisor and Partner; Greg Bogdan, Principal Advisor, Partner and Chairman; Kurt Helmich, Portfolio Manager and Partner; Michael Im, Chief Operating Officer and Partner; Mary Beth McLean, Principal Advisor and Partner; Brady Peat, Advisor and Partner; and Carrie Shoener, Senior Advisor and Partner.
Six of the eight partners serve as financial advisors. The broader team brings experience from major financial institutions and is positioning Perennial around an independent advisory model designed to support long-term client relationships.
Integrated Partners will serve as Perennial’s registered investment advisor and provide access to an open-architecture business environment encompassing technology, back-office infrastructure, and its CPA partner program.
Perennial plans to operate as a central point of coordination for clients’ financial lives, working alongside CPAs, estate attorneys, and other professionals. Its services include investment management, financial planning, tax coordination, and estate strategy.
The practice serves high-net-worth individuals and families, business owners, executives, professionals, and retirees, with a particular focus on women seeking an active role in managing their financial lives.
Founded in Chicago in July 2026, Perennial chose its name to reflect the team’s goal of maintaining enduring client relationships across market cycles and different stages of clients’ lives.
KEY QUOTES:
“Perennial’s team brings decades of shared experience, longstanding client relationships and a deep commitment to service. Our relationship as a team is an incredible asset for our clients and we’re thrilled to be moving forward to find new ways to deliver incredible service to them.”
Michael Im, Chief Operating Officer And Partner Of Perennial Wealth Partners
“We chose the name Perennial to reflect our commitment to being a consistent, trusted presence for our clients — not just for a season or market cycle, but for the long term. We want to be there for both good times and tough moments, providing financial education to allow clients to make their own empowered decisions as each chapter of life unfolds.”
Greg Bogdan, Principal Advisor, Partner And Chairman Of Perennial Wealth Partners
