Maridea Wealth Management (“Maridea”) is pleased to announce its acquisition of Pinnacle Wealth Management (“Pinnacle”), a client-focused and high-growth advisory firm founded in 1994 and headquartered in Chicago, IL. Led by veteran advisor Brian Sheehy, Pinnacle has built a strong reputation for delivering personalized financial strategies and forward-thinking wealth solutions to high-net-worth individuals and families. Previously affiliated with LPL Financial, Pinnacle will transition to Maridea’s independent RIA platform. This strategic move strengthens Maridea’s presence in the Midwest and expands its portfolio of services for clients and advisors alike.

“Brian's philosophy of transparent client guidance and customized wealth solutions aligns perfectly with our values at Maridea,” said Mier Wang, Founder and Chief Executive Officer of 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.”

With nearly three decades of experience serving clients, Brian Sheehy will join Maridea as a Senior Investment Advisor, helping to lead and expand the firm’s growing Chicago office.

“Leaving LPL was not a decision I took lightly, but the opportunity to join Maridea felt like the right next step,” said Sheehy. “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.”

Green Sail Capital Partners acted as the exclusive sell-side advisor to Pinnacle.

“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,” said Ryan Kaminski, Co-Founder of Green Sail Capital Partners.

About Maridea Wealth Management

Incorporated in 2023, Maridea Wealth Management is an SEC-registered investment advisor that provides comprehensive wealth management services to high-net-worth individuals and families. Maridea has professionals across the country, from New York to California, and employs a team of +30 advisors and professionals to be ring industry-leading services to its clients.

To learn more please visit marideawealth.com.

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