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  • FSWA IS IN THE NEWS !

    SRG Closes Fieldstone Financial Management Deal with FourStar Wealth Advisors          

    PORTLAND, Ore., Feb. 21, 2019 /PRNewswire/ — Succession Resource Group (SRG) is excited to announce the 4th transaction of the 2019 calendar year, with the sale of Boston based RIA – Fieldstone Financial Management to FourStar Wealth Advisors. FourStar is led by CEO Brian Kasal, who has taken his already successful Chicago based RIA with approximately $117 million in assets under management in its first five years in business to $350 million with this acquisition. SRG began working on behalf of Fieldstone in September of 2018 to find qualified buyers capable of acquiring a firm of their size, which had grown through numerous acquisitions across the country over the last decade. The size of the RIA and remote location of most of the staff and clients created a unique opportunity for a buyer who could operate the business from anywhere in the country, but also narrowed the potential pool candidates to buyers with the experience and technology to be successful. Succession Resource Group was able to generate tremendous interest in Fieldstone through a combination of its existing buyer relationships, as well as relationships with other channel partners and custodians. Based on the marketing efforts of Succession Resource Group, Fieldstone had interest from 37 buyers, narrowed the candidate pool to three qualified buyers, and received offers from the top two buyers. Fieldstone selected FourStar based on a combination of alignment and presenting a competitive offer.


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  • FSWA joins CUBS Manager Jed Hoyer for Lunch and Insights into 2019

    January 24, 2019 found clients and friends of FSWA dreaming about spring and the CUBS. Jed Hoyer, Executive Vice President and General Manager of the CUBS, spoke to the group at a luncheon event at the Union League Club of Chicago. This annual event provides those sports fans who attended with insight into the upcoming season. This popular event helps provide the attendees with a brief reprieve from Chicago’s brutal weather as they ponder the 2019 baseball season and warmer weather.


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  • 60th Chicago Air and Water Show

    Again this year clients and advisors of FSWA were treated to brunch and a fun day at the Shore Club on the Lakefront at North Avenue Beach. This year the weather was slightly cooler which helped to make the day very enjoyable. This yearly show is a highlight of the summer season and the Shore Club provided a perfect spot to view all of the presentations in a wonderful setting with access to great food and great company!


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  • FSWA tours Wrigley Field

    On beautiful Wednesday afternoon, June 13, 2018, FSWA clients and advisors were joined by their host, VanEck and Kol Estreicher, for a fantastic tour of iconic Wrigley Field. This wonderful tour provided insights into the park and Cubs history in addition to providing behind the scenes access to the visitor’s locker room (which hasn’t been renovated since Babe Ruth used it) to the Cubs dugout, press box and much more.

    This tour is a MUST for all die hard Cubs fans and anyone interested in Chicago Baseball history !


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  • FourStar Attends the 2018 National Annual Meeting of the Boy Scouts of America

    FourStar attends the National 2018 Annual Meeting of the Boy Scouts of America

    The annual gathering of the Boy Scouts of America, held the week prior to Memorial Day, featured over 10,000 scouts, troops leaders, and council leaders from across America and overseas. This year Dallas was the host, near the Scouts National Headquarters in Irving Texas. The whole week featured training for all scout leaders, fellowship gatherings, and meetings of the Regional and National Committees that govern the Scouting movement in America.

    FourStar CEO Brian Kasal, an Eagle Scout himself, has been involved as a local Troop and Cub Scout Pack leader, along with serving on the Scout Board in Chicago, and Regional and National Committees. Currently Brian is Vice President of the Scout’s 13 State Central Region, and he serves as a trustee of the National Foundation of the Boy Scouts of America. At this meeting, Brian was asked to join the Committee of the World Scouting Organization, charged with growing Scouting in 160 countries around the world from the current 50 Million Scouts to over 100 Million Scouts by 2023!

    At the meeting, plans were made for the upcoming 2019 World Scout’s jamboree to be hosted for the first time in America since the 1950’s. Expected to be largest world Jamboree ever, hosting over 50,000 scouts from 160 countries, it will be held at the Scouts Bechtel Summit site in Glen Jean, West Virginia. Also discussed were plans for adding young girls to the remaining two programs of the Scouts that were still single gender, over the next two years. Three of the five Scouting programs, Sea Scouts, Explorers and Venturing are co-ed now and girls will be invited next year to join Scout Troops and Cub Scout Packs.

    FourStar encourages investors and clients philanthropy and generosity, and lives it as well !


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  • FSWA meet Madeleine Albright

    On April 20, 2018 FSWA clients and advisors had the opportunity to meet Madeleine Albright at the Union League Club in Chicago. This luncheon and book signing was to promote her new book “Fascism A Warning”.

    At this thought provoking luncheon Albright challenged the audience to define what a Fascist is.

    Do fascists, Albright asks: “Cater to our prejudices? Encourage us to have contempt for the electoral process? Seek to destroy our faith in an independent press and a professional judiciary? Exploit the symbols of patriotism in an effort to turn us against each other?” If the answer is yes, Albright suggests we may not be dealing with a fully converted fascist society, just yet, but fascism is readily approaching in the distance at the very least.

    This powerful woman has not lost her edge and sees herself as the messenger warning of potential problems that face current governments internationally.

     


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