Perennial Wealth Partners Launches as Full-Service Wealth Management Practice

Advisors managing $500 million leverage strong team relationships and investment advisory services of Integrated Partners

CHICAGO, Oct. 14, 2026 /PRNewswire/ -- Perennial Wealth Partners (Perennial) announced today the launch of its full-service wealth management practice within Integrated Partners. Perennial's eight partners include six financial advisors who collectively manage more than $500 million in client assets.

After working together for years, the team formed Perennial to deepen their working relationships while continuing to provide robust, thoughtful financial advice to clients.

"Perennial's team brings decades of shared experience, longstanding client relationships and a deep commitment to service," said Michael Im, Chief Operating Officer and Partner. "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's founding team has selected Integrated Partners to support its wealth management practice and take advantage of the firm's completely customizable open architecture business environment, including technology, back-office support and CPA partner program. Integrated Partners will serve as Perennial's registered investment advisor (RIA).

Deep wealth management bench
Perennial's diverse team of industry veterans is united by generations of experience at major financial institutions and the conviction that independent advisory is a great way to help clients achieve their financial goals.

The eight-member group represents founding partners and owners who share a common history and long-term relationships built on trust and loyalty. They are:

• Ben Audley, CFP®, Senior Advisor, Partner
• Sam Awad, CFP®, MBA, Principal Advisor, Partner
• Greg Bogdan, CFP®, Principal Advisor, Partner and Chairman
• Kurt Helmich, Portfolio Manager, Partner
• Michael Im, Chief Operating Officer, Partner
• Mary Beth McLean, CFP®, MBA, Principal Advisor, Partner
• Brady Peat, CFP®, Advisor, Partner
• Carrie Shoener, CFP®, MSF, Senior Advisor, Partner

Financial guide and partner
As the central point of coordination for each client's financial life, Perennial works alongside a client's CPA, estate attorney and other specialists to serve as a long-term partner who knows the client's history. Perennial advisors strive to nurture a relationship that grows stronger over time in delivering clients a full-service wealth management experience, including investment management, financial planning, tax coordination and estate strategy.

The practice serves a range of high-net-worth individuals and families, including women who want an active voice in their financial lives, business owners, executives, professionals and retirees.

Greg Bogdan, CFP®, Principal Advisor, Partner and Chairman, added, "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."

About Perennial Wealth Partners
Founded in Chicago in July 2026, Perennial Wealth Partners is a wealth management practice owned by its eight founding partners. The practice provides comprehensive wealth management services to high-net-worth individuals and families, business owners, executives, professionals, and retirees, with a particular focus on women who want an active voice in their financial lives.

Investment advice offered through Integrated Partners doing business as Perennial Wealth Partners, a registered investment advisor.

Learn more at www.perennialwp.com.

Media Contacts
Donald C. Cutler
Haven Tower Group
424.317.4864
[email protected]

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SOURCE Perennial Wealth Partners