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. WPCGs 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 June 30, 2024, WPCG has executed 118 M&A transactions on behalf of its partner firms, representing over $43 billion in acquired AUA.
Allegeny Ludlum Brackenridge is a Brackenridge, PA-based company in the Financial Services sector.
HandelsBanken USA is a New York, NY-based company in the Financial Services sector.
GCGWM Financial Advisors offer Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc.
We develop successful business banking relationships by delivering professional service and custom financial solutions based on our customers' needs. While our web site provides an overview of our services, an effective solution can only result by