Wednesday, 02 September 2026 09:00 AM
Company Update
COLUMBUS, OH AND LANCASTER, OH / ACCESS Newswire / September 2, 2026 / ClearCourse Wealth Advisors, led by Rachael Holm, Private Wealth Advisor and Managing Partner of ClearCourse Wealth Advisors, and Brian Long, Private Wealth Advisor and Managing Partner of Bespoke Wealth Advisory Group, are pleased to announce the merger of their financial advisory practices. The combined teams will operate under the name, ClearCourse Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC, united by a shared vision of delivering comprehensive, client-centered financial guidance and expanding the resources, experience, and planning capabilities available to the individuals, families, and business owners they serve.
As part of the merger, the practices will continue their strategic alliance with JC & Company, providing clients with integrated access to tax planning, accounting, and advisory services alongside wealth management. This alliance creates a powerful array of services that aligns investment management, financial planning, and tax strategies with a coordinated approach.
The merger brings together two respected independent advisory teams that share a commitment to personalized planning, long-term relationships, and helping clients navigate life's financial decisions with confidence. By uniting their experience, resources, and professional networks, ClearCourse Wealth Advisors will be positioned to deliver an enhanced client experience while preserving the personal attention and trusted relationships clients value most.
The newly combined organization reflects a shared vision of growth, innovation, and excellence in client service. Clients of both teams will continue working with the advisors and team members they know and trust while gaining access to expanded planning resources and specialized areas of focus.
Key Benefits for Clients Include:
Comprehensive wealth management and financial planning solutions
Integrated tax planning and accounting support through coordination with outside professionals
Improved coordination between investment, tax, estate, and retirement planning strategies
Expanded resources and specialized knowledge for business owners and professionals
Increased operational capabilities and enhanced client service experience
A broader team of advisors with an expanded geographic footprint dedicated to long-term client success
Continued commitment to personalized relationships and client focused advice
One of the most significant advantages of the merger is the ability to provide more proactive and coordinated advice. Through collaboration between wealth advisors and tax professionals, clients can benefit from strategies designed to help improve tax efficiency, support wealth preservation, and create greater alignment between financial decisions and long-term goals.
The combined teams will continue serving clients throughout Ohio and beyond, with offices in Columbus, Lancaster, Hilliard, Findlay, Bluffton, Cuyahoga Falls, Norton, and Chillicothe. Additional information regarding the integration and future initiatives will be shared in the coming months.
About ClearCourse Wealth Advisors
ClearCourse Wealth Advisors is an independent wealth management practice dedicated to helping individuals, families, and business owners pursue their financial goals through comprehensive financial planning, investment management, retirement planning, and personalized advisory services. The team's mission is to provide clarity, confidence, and direction for every stage of life.
About JC & Company
JC & Company provides accounting, tax and consulting services designed to help clients achieve their unique financial objectives. Through customized solutions and strategic guidance, the firm helps individuals and businesses optimize tax efficiency, support sustainable growth, preserve wealth, and support long-term financial success. JC & Company's commitment to integrity, professionalism, and client service forms the foundation of every relationship.
ClearCourse Wealth Advisors have ownership in JC & Company. However, the firm is not a division or subsidiary of Ameriprise and is not endorsed by or affiliated with Ameriprise Financial. JC & Company is not under the supervision of Ameriprise Financial, and is not a broker-dealer or investment advisory firm. Financial planning services including wealth management strategies and protection planning are being made available to our valued clients through a formal referral relationship with Ameriprise Financial. For more information on Ameriprise Financial, visit www.ameripriseadvisors.com/team/clearcourse-wealth-advisors.
Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Ameriprise Financial cannot guarantee future financial results.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2026 Ameriprise Financial, Inc. All rights reserved.
SOURCE: ClearCourse Wealth Advisors