Fortis Capital Advisors, a rapidly growing RIA based in the Kansas City area, announced that it continues to expand its national footprint with the acquisition of Chicago, Illinois based firm ClearPath Financial, LLC.
As a native of the suburbs of Chicago, I couldn’t be more excited about the acquisition of ClearPath,” said Fortis Capital CEO, Rob Hagg. “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,” said Hagg.
This strategic move is aligned with both firms’ commitment to building long lasting relationships and represents a significant milestone in Fortis’ ongoing efforts to enhance their presence and deliver unparalleled value to their clients.
Stan Nieminski, Founder of ClearPath Financial, LLC, said, “It was immediately clear to us that ClearPath and Fortis had extensive synergies when it came to goals, business philosophies, and a desire to bring the best level of service and opportunity to our clients. 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.” Jessica Nieminski added, “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.”
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