Chicago-based Perennial Wealth Partners announced the launch of its wealth management practice within Integrated Partners. The eight-partner team includes six financial advisors who collectively managed more than $500 million in client assets at Hightower Advisors, their previous firm.
Founded in July, Perennial provides investment management, financial planning, tax coordination and estate strategy. Integrated will serve as its RIA.
Perennial’s eight founding partners and owners are:
- 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
- Carrie Shoener, Senior Advisor and Partner
“Perennial’s team brings decades of shared experience, longstanding client relationships and a deep commitment to service,” said Im. “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.”
Perennial serves high net worth individuals and families, including women who want an active role in their finances, business owners, executives, professionals and retirees. According to its website, the practice’s services include stock award analysis, concentrated stock management and retirement income planning. McLean and Shoener focus in part on women navigating divorce and widowhood.
Bogdan said, “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.”
Perennial said it selected Integrated for its technology, back-office support and CPA partner program.
Wealth Solutions Report can be reached at info@wealthsolutionsreport.com.
