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Warner Norcross + Judd LLP is a corporate law firm with over 230 attorneys serving clients in nine offices throughout Michigan. Among the largest law firms in Michigan, Warner works in virtually all areas of business law.

Michigan Law Firm - Warner Norcross + Judd LLP

Warner Norcross + Judd LLP represented Scott Snow (financial advisors) LLC (“s2fa”), a registered investment adviser (RIA) headquartered in Westlake, Ohio, in its transaction with Clearstead Advisors, LLC (“Clearstead”) which was completed on July 29, 2022.

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Scott Snow founded s2fa in 2005 and, with approximately $530 million in assets under management, advises high-net-worth families and provides holistic financial and tax planning services. Of this acquisition, Clearstead Chairman and CEO Dave Fulton said, “Scott Snow has done a fabulous job building his firm and has provided his clients with his expertise in investments, taxes and financial planning.”

Scott Snow will join Clearstead as senior managing director and partner in the firm’s Private Wealth Management Group. Mr. Snow said, “Clearstead is a nationally recognized and well-respected wealth management firm, and I look forward to joining such a talented group of people and enhancing our overall client success.”

Warner served as legal counsel to s2fa, representing the firm in the negotiation and documentation of the transaction. The Warner transaction team was led by Linda Paullin-Hebden and included Celia Kaechele.

Read the full press release&nbsp;<a href="https://www.clearstead.com/in-the-news/" target="_blank" rel="noreferrer noopener">here</a>.

Warner’s Mergers and Acquisitions (M&amp;A) Practice Group As part of one of the largest and most successful law firms in Michigan, Warner’s M&amp;A Practice Group draws upon more than 90 years of experience to successfully and efficiently handle a wide range of M&amp;A transactions for both private and publicly traded businesses, including mergers, acquisitions, divestitures, joint ventures and strategic business combinations of all types.

Warner’s Funds and Investments Industry Group As the only firm in the state of Michigan focused on the unique legal and compliance needs of investment advisers and broker-dealers, Warner regularly represents investment advisers in all of their legal needs from guiding clients through the regulatory process to supporting our clients in acquisition or divestiture. Warner’s unique knowledge of the investment adviser industry ensures that Warner attorneys will safely steer you through every aspect of the investment adviser regulatory or transactional landscape.

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Warner Represented Scott Snow (financial advisors) LLC in Its Sale to Clearstead Advisors

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Warner Represented Scott Snow (financial advisors) LLC in Its Sale to Clearstead Advisors

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