ClearCourse Wealth Advisors Merges with BeSpoke Wealth Advisory Group

ClearCourse Wealth Advisors and Bespoke Wealth Advisory Group have merged their practices to establish a new firm under Ameriprise Financial. 

ClearCourse Wealth Advisors is led by managing partner and private wealth advisor Rachael Holm, and Bespoke Wealth Advisory Group is led by managing partner and private wealth advisor Brian Long. 

The combined teams will operate as ClearCourse Wealth Advisors of Ameriprise Financial Services and will provide financial planning, investment management, estate and tax planning, and retirement planning to high-net-worth clients, with a focus on business owners. 

The team also includes 12 advisors and is supported by 16 support team members, according to their page on Ameriprise’s website. 

The teams will also continue their partnership with JC & Company to gain access to investment management, financial planning, and tax strategies. 

The team will expand its footprint in Ohio, with offices in Columbus, Lancaster, Hilliard, Findlay, Bluffton, Cuyahoga Falls, Norton, and Chillicothe. 

Pictured: ClearCourse Wealth Advisors