Wealth Partners Capital Group ("WPCG") serves as an investor in and partner to six nationally recognized RIAs: EP Wealth Advisors, MAI Capital Management, Merit Financial Advisors, Apella Capital, Waverly Advisors and True North Advisors. WPCG’s mission, in partnership with these RIAs, is to identify, value, negotiate with and acquire smaller wealth advisory practices, and merge them into its partner firms. As of September 30, 2024, WPCG has executed 125 M&A transactions on behalf of its partner firms, representing over $45 billion in acquired AUA.

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Wealth Partners Capital Group, LLC

Wealth Partners Capital Group, LLC's headquarters in Palm Beach, United States

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John

Rich Gill

Andrew Goldman

Shannon Westhead

Rocco Sutherland

Wesley K.

Nicole Jacubovics

Kevin Carter

Colin McKee

Nicholas Trepp

Parker Holbrook

Peter Wheatley

Madison Snider

Sean McAloon

Paul Lawler

Brett Dewing

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