WITH OUR PARTNERS, WE INVEST IN YOUR

CLIENTSBUSINESSFUTURE

Wealth Partners Capital Group is an investor in and partner to three

nationally recognized RIAs. We provide capital and strategic support to these firms, and assist them in acquiring like-minded RIAs and advisors seeking growth, expanded business capabilities and succession solutions.

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.

WPCG’s mission is to help our three partner firms provide RIA owners, advisors and their clients with access to best-in-class client-first planning and investment capabilities. Whether an advisor is seeking a succession solution for retirement or looking to accelerate growth, our partner firms offer both liquidity and opportunity.

$18B

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 and advisors 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
Chief Administrative Officer
DANIEL W. STANTON
Senior Associate
NICK M. TREPP
Senior Associate
CHRISTOPHER A. DIAZ
Senior Financial Analyst
JILLIAN R. ROM
Associate
MICHELLE R. NADEAU
Executive Assistant
KATHLEEN E. KEATING
Compliance Consultant
KATELYN M. LEWIS
Analyst

NEWS & PRESS

EP Wealth buys $240m Reno RIA

Private Asset Management - February 20, 2018

One M&A Player Gives Purchasing Power Back to the FAs it Buys

Financial Advisor IQ - February 15, 2018

EP Wealth Advisors Acquires Millie Capital Management

InvestmentNews - February 13, 2018

Dealmakers Live with Rick Buoncore

Smart Business - November 17, 2017

NCAA Pay-To-Play Scandal Just Tip Of Iceberg, Advisors Say

Financial Advisor - October 20, 2017

Voices Of Experience

Financial Advisor - October 2, 2017

AWARDS

CONTACT US

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

PALM BEACH OFFICE

230 Royal Palm Way
Suite 201
Palm Beach, FL 33480

SAN FRANCISCO OFFICE

315 Montgomery Street
Suite 1014
San Francisco, CA 94105

NEW YORK CITY OFFICE

205 Hudson Street
8th Floor, Suite 126
New York, NY 10013

All Assets Under Advisement (AUA) included on website are approximate, and as of June 30, 2019.

 

All Assets Under Advisement (AUA) included on website are approximate, and as of June 30, 2019.