Clearstead Advisors, LLC has acquired a wealth management team from myCIO Wealth Partners, LLC based in Philadelphia. The transaction enhances Clearstead's capabilities in high-net-worth wealth management and retirement plan consulting. The nine-person team, led by Paul Bracaglia, will become partners at Clearstead. This acquisition reflects Clearstead's strategic growth plan and expands its presence in a key market.
Company Information
Company
Clearstead Advisors
Location
Cleveland, Ohio, United States
About
Clearstead Advisors, LLC is an independent financial advisory firm founded in 1989, serving wealthy families and leading institutions across the country. As a leading registered financial advisor, it provides wealth management services and investment consulting to enable clients to meet their financial goals.
Cleveland