RIA firm Fortis Capital Advisors has added a Chicago-based firm to its growing national footprint.
The father and daughter team who run ClearPath Financial have joined the firm after being impressed by the alignment of values and business goals that the two firms share. ClearPath was founded by Stan Nieminski and works alongside his daughter Jessica.
" We are confident that this partnership will not only enhance our capabilities but also provide our clients with an even more comprehensive and robust suite of wealth management services," said Jessica Nieminski. "Our dedication to maintaining a top-notch wealth management team, resources, and service level remains our priority. This strategic alliance will bring numerous benefits to all parties involved and we are genuinely excited about the opportunities that lie ahead."
Fortis Capital Advisors CEO Rob Hagg says the acquisition is a significant milestone in his firm’s efforts to expand its presence and capabilities for clients.
“As a native of the suburbs of Chicago, I couldn't be more excited about the acquisition of ClearPath," he said. "Stan Nieminski built an amazing business that continues to grow with his daughter Jessica. The companies' philosophies align with an emphasis on strong investment management, financial planning, and tax services. With those core values we are excited to build upon this market under the leadership of Stan and Jessica.”
Elsewhere, Wells Fargo Advisors adds a $400 million Morgan Stanley veteran in Naples as an ex-Cetera advisor goes independent with LPL
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A $1B fund allegedly skimmed 30% off the top, then swapped cash for locked-up stock.
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