WITH OUR PARTNERS, WE INVEST IN YOUR

CLIENTSBUSINESSFUTURE

Wealth Partners Capital Group is an investor
in three nationally recognized RIAs.
We provide capital and strategic support to these partner firms, and assist them in offering advisor retirement and continuity solutions to independentwealth management firms throughout the U.S.

OUR STORY

The founders of Wealth Partners Capital Group (WPCG) have collectively been one of the most prominent investment groups in the industry, having executed transactions that represent in aggregate over $80 billion in client assets. The team launched WPCG to provide - via their three partner firms - customized transition solutions to retiring advisors and their clients.

Investors in Wealth Partners Capital Group include Affiliated Managers Group (AMG), in addition to some of the most accomplished individuals in the wealth management industry.

$11B

IN CLIENT ASSETS
(AUA)

5

OF THE LARGEST RIA TRANSACTIONS
EXECUTED SINCE 2012
(at predecessor firms)

40+

ACQUISITIONS COLLECTIVELY EXECUTED
(at predecessor firms)

$100M+

BALANCE SHEET
(consolidated)

OUR PARTNERS

We have partnered with three renowned wealth management firms to help independent RIAs achieve successful outcomes for themselves and their clients. With our help, our partners provide capital, investment and management expertise, centralized compliance, and state-of-the-art technology and operational infrastructure.

OUR TEAM

We are experts at investing in and supporting exceptional RIAs. Under our leadership, our predecessor firm became one of the largest investors in independent wealth management firms in the country, growing from zero to $42 billion in AUM in six years.

JOHN W. COPELAND
Managing Partner
RICH P. GILL
Senior Partner
SEAN P. BRESNAN
Partner
ALLISON B. SEMPIER
Associate
DANIEL W. STANTON
Associate
JILLIAN R. ROM
Analyst

NEWS & PRESS

Hungry Acquisitor Hits RIA Aggregator Scene

Financial Advisor IQ - July 13, 2017

AWARDS

CONTACT US

E: contact@wealthpcg.com
P: 561-567-8160

PALM BEACH OFFICE

777 South Flagler Drive
Suite 605-B, East Tower
West Palm Beach, FL 33401

SAN FRANCISCO OFFICE

156 2nd Street
Suite 433
San Francisco, CA 94105