Category: Press Releases

Aspire Planning Group merges with Vertex Partners

Vertex Planning Partners / Press Releases / January 27, 2022

DOWNERS GROVE, IL – JANUARY 13, 2022– Vertex Partners is excited to announce a strategic merger with Aspire Planning Group of Grayslake, IL. The Managing Partners of Vertex Partners, Greg Benner, Mike Bellis and Brad Schaffnit have had an ongoing relationship with Julie Hupp, President of Aspire Planning Group for over seven years.  “By joining […]

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Wealth Management Partnership Launches

Vertex Planning Partners / Press Releases / August 3, 2016

(Chicago, IL) August 4, 2016 – Vertex Planning Partners, a Midwest-based wealth management firm, successfully launched as a new financial advisory institution focusing on holistic generational planning in a collaborative culture for high net work clientele. The newly formed company becomes one of the largest independent wealth management firms in the Midwest, managing over $400 […]

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