HR Execs on the Move

Wealth Partners Capital Group, LLC

www.wealthpcg.com

 
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.
  • Number of Employees: 0-25
  • Annual Revenue: $1-10 Million

Executives

Name Title Contact Details

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Affiliated Bank

Affiliated Bank opened its doors in 1959 as Affiliated Federal Credit Union. It was chartered to be a financial institution that would serve the Affiliated Food Stores, their owners, employees and their families. The next step of the journey began when the Credit Union converted to a Federal Savings Bank on June 1, 1998. To stay adequately capitalized to support growth, Affiliated Bank converted from a mutually owned bank into a stock owned savings bank in 2000. This change enabled expanded operations, including increased lending and investment activities. Today, Affiliated Bank has branches located in Arlington, Bedford, Garland, and Round Rock, with our corporate office in Arlington, Texas. We are a full-service bank that includes a Mortgage division with lenders located across Texas. In addition, we have a team of lenders that provide loan options to small business through the Small Business Administration (SBA) where we are a Preferred Lender. Our bank is committed to maintaining the high level of personal service our customers have grown accustomed to and continues to promote the “Affiliated Bank” image by providing a comfortable and friendly environment to conduct financial business. We take great pride in our “can do” culture for our customers, team members, and shareholders. We invite you to stop by and see for yourself what a friendly community bank feels like. By the end of your visit you will understand our motto - Why bank anywhere else! Member FDIC. Equal Housing Lender.