Clearstead Advisors and its subsidiaries have approximately $44 billion in total assets under advisement, 225 employees, and offices in nine cities. Former WST partners and employees will remain in place and continue to serve BCT Wealth Advisors and its clients with a significant increase in capabilities as a result of the merger.
“Having Clearstead’s expanded capabilities adds tremendous value for our clients,” stated Leslie Crabill, Executive Vice President, Director of Wealth and Investments at BCT. “The seamless transition from WST will result in clients seeing no change in the positive experiences they have come to appreciate and expect.”
About Clearstead
Founded in 1989, and headquartered in Cleveland OH, Clearstead is an independent financial advisory firm serving wealthy families and leading institutions across the country. As a fiduciary, it provides wealth management services and investment consulting to enable clients to meet their financial objectives, achieve their aspirations, and build strong futures. Learn more at: https://www.clearstead.com.