Business
Maridea Expands Midwest Presence With Strategic Acquisition of Pinnacle Wealth Management
BROOKLYN, N.Y., July 17, 2025--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, Pi
About this update from Lpl Financial Holdings Inc.
[{"type":"image","alt":"","displaySize":"","headline":null,"caption":"","credit":null,"className":"","disableSlideshowImg":false,"size":{"original":{"width":1168,"height":399,"url":"https://media.zenfs.com/en/business-wire.com/3a16349ceabd7d462e798d4c12fa49c2"},"resized":{"url":"https://s.yimg.com/ny/api/res/1.2/qxf86OLMdtu74CGzXz4gMw--/YXBwaWQ9aGlnaGxhbmRlcjt3PTk2MDtoPTMyODtjZj13ZWJw/https://media.zenfs.com/en/business-wire.com/3a16349ceabd7d462e798d4c12fa49c2","width":960,"height":328},"lightbox":{"url":"https://s.yimg.com/ny/api/res/1.2/TOBp2kSvM_ipz.vZ_69KCw--/YXBwaWQ9aGlnaGxhbmRlcjt3PTIzMzY7aD03OTg7Y2Y9d2VicA--/https://media.zenfs.com/en/business-wire.com/3a16349ceabd7d462e798d4c12fa49c2","width":1168,"height":399}},"lazy":false},{"type":"text","content":"BROOKLYN, N.Y., July 17, 2025--(BUSINESS WIRE)--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.","length":734,"tagName":"p"},{"type":"text","content":""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."","length":398,"tagName":"p"},{"type":"text","content":"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.","length":181,"tagName":"p"},{"type":"text","content":""Leaving LPL was not a decision I took lightly, but the opportunity to join Maridea felt like the right next step," said Sheehy. "...