Partnership Expansion Clearstead recently expanded its partnership with GLASfunds, LLC to provide deeper access to private market strategies for qualified clients. This presents an opportunity for offering tailored investment solutions to clients seeking diversified portfolios.

Industry Recognition Clearstead was named one of USA Today's Best Financial Advisory Firms in 2025, highlighting its credibility and expertise in the financial advisory space. Leveraging this recognition can be a strong selling point to attract new clients seeking reputable financial advisors.

Top Advisor Teams Recognition Being recognized as one of the nation's top defined contribution Advisor Teams by the National Association of Plan Advisors positions Clearstead as a trusted advisor in retirement planning. This accolade can be leveraged to attract clients looking for expert guidance on retirement investments.

Strategic Hiring Clearstead strategically hired industry experts like Albert Leshinsky and Margie Wright-McGowan for key positions, showcasing its commitment to building a strong team of professionals. Highlighting these key hires can demonstrate the company's dedication to providing top-notch financial advisory services.

Promotion & Leadership The promotion of Matthew Shannon to Executive Managing Director reflects Clearstead's focus on nurturing internal talent and leadership. Showcasing executive promotions like this can communicate stability and expertise to potential clients seeking experienced leadership in wealth management.