Clear Perspective Advisors

Clear Perspective Advisors offers retirement plan services, including 401(k), pension, and executive planning.

The company’s institutional investment process uses transparency, research, and tailored strategies for organizations.

Clear Perspective Advisors provides tailored investment strategies for college and retirement planning.

The company combines financial planning, investment strategy, and risk management for long-term client goals.

Clear Perspective Advisors provides insights on markets and policy.

Meet Greg Gregory, CRPS CFP—Wealth Advisor at Clear Perspective with a finance background from Iowa and over a decade of experience serving Kane County.

Johnathan H., a CFP and co-founder, has over 25 years of experience in wealth management for the Chicagoland suburbs.

Michael Morcos is a Wealth Advisor at Clear Perspective Advisors with over 30 years of experience.

Nicholas Latko, a CFP and Wealth Advisor at Clear Perspective Advisors, supports clients in their financial journeys.

Clear Perspective Advisors focuses on long-term planning, risk management, and communication to help clients achieve financial goals.

Clear Perspective Advisors serves clients in Aurora, St. Charles, and Rockford, Illinois.

Clear Perspective Advisors provides wealth management services, including retirement and financial planning.

Clear Perspective Advisors provides wealth management services, including retirement and financial planning.

Hightower Advisors acquires a strategic stake in Clear Perspective Advisors. The investment marks a partnership between the two advisory firms, expanding Hightower’s portfolio in wealth management services. Clear Perspective specializes in tailored financial planning for high-net-worth clients.

Dec 2021IM Deals BlogNews article

Hightower invests in Clear Perspective Advisors, an Illinois-based wealth management firm managing **$700 million in assets under management (AUM)**. The move expands Hightower’s presence in the advisory services sector. Clear Perspective Advisors specializes in wealth management for high-net-worth clients.

Dec 2021fa-mag.comNews article

Hightower invests in Clear Perspective Advisors, a $700 million wealth management firm based in Illinois. The acquisition grants Clear Perspective access to Hightower’s growth consulting, operational support, and infrastructure to enhance services for clients. Clear Perspective operates offices in Aurora and St. Charles, Illinois, and aims to expand its offerings through this partnership.

Nov 2021PR NewswireNews article

Hightower acquires Clear Perspective Advisors in a deal valued at $700 million. The Chicago-based wealth management aggregator expands its footprint in Illinois through the acquisition. The transaction is expected to close by the end of the year.

Nov 2021InvestmentNewsNews article