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WITH OUR PARTNERS, WE INVEST IN YOUR

CLIENTSBUSINESSFUTURE

Wealth Partners Capital Group is an investor in and partner to five 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 APPROACH

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 $135 billion in client assets.

WPCG’s mission is to help our partner firms provide RIA owners, IBD teams, 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.

$44B

IN CURRENT PARTNER FIRM
CLIENT ASSETS
(AUA)

$18B

IN ACQUIRED AUA ACROSS PARTNER FIRMS

85

ACQUISITIONS EXECUTED
(collectively)

OUR HISTORY

2017, JUN
WPCG launches with investments in 3 partner firms: EP Wealth Advisors, Forbes Family Trust and MAI Capital Management
2018, DEC
5 acquisitions completed with partner firms since launch, representing >$1B in acquired assets
2019, DEC
17 acquisitions completed with partner firms since launch, representing >$6B in acquired assets
2020, AUG
WPCG joined by Berkshire Partners as co-investor in EP Wealth Advisors
2020, SEP
MAI Capital Management announces formal launch of MAI Sports + Entertainment division
2020, DEC
24 acquisitions completed with partner firms since launch, representing >$10B in acquired assets
2021, JAN
WPCG establishes fourth partnership with Merit Financial Advisors
2021, FEB
Forbes Family Trust and Stanhope Capital complete merger to create $26B global wealth management firm
2021, AUG
Galway Holdings announces strategic acquisition of MAI Capital Management
2021, SEP
WPCG establishes fifth partnership with Apella Capital
2021, DEC
WPCG establishes sixth partnership with WA Asset Management
2021, DEC
44 acquisitions completed with partner firms since launch, representing >$18B in acquired assets

OUR PARTNERS

We have partnered with industry-leading wealth management firms to help independent RIAs, IBD teams 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, Founding Partner
RICH P. GILL
Founding Partner
SEAN P. BRESNAN
Founding Partner
ALLISON B. SEMPIER
Partner
PAUL S. LAWLER
General Counsel
COLIN L. MCKEE
Associate General Counsel
ANDREW S. GOLDMAN
Associate General Counsel
NICHOLAS M. TREPP
Principal
DANIEL W. STANTON
Principal
MAC J. SELVERIAN
Principal
CHRISTOPHER A. DIAZ
Director
CASEY A. WILSON
Director of Integration
JILLIAN R. ROM
Senior Associate
SEAN R. MCALOON
Associate
SHANNON R. WESTHEAD
Associate
PARKER D. HOLBROOK
Associate
MADISON K. SNIDER
Associate
PETER D. WHEATLEY
Associate
JOHN P. JACOB
Associate
MICHELLE R. NADEAU
Analyst
LUIS O. CARDONA
Financial Analyst
JULIE D. KATZENBERG
Executive Assistant
ADRIEN A. ALBRITTON
Administrative Assistant

NEWS & PRESS

4 Key Olympic Lessons for Advisers

Investment News - September 2, 2021

Richard Buoncore of MAI Capital Management

Financial Advisor IQ - March 30, 2020

Clients keep their cool as stocks tank

Investment News - March 16, 2020

EP Wealth Targets Up to 10 Acquisitions in 2020

Financial Advisor IQ - February 7, 2020

Top RIA buyers? Make sure to include Wealth Partners

Financial Planning - January 8, 2020

EP Wealth Advisors Acquires Guidant Wealth Advisors

Press Release - January 6, 2020

MAI Capital Management Acquires J.M. Hartwell

Press Release - January 6, 2020

How to Become an Attractive Buyer or Seller in a Hot M&A Market

Diamond Consultants Podcast - October 28, 2019

EP Wealth Advisors Acquires CPIC International

Press Release - October 16, 2019

Optima and Forbes Family Trust: Tailwinds for Hedge Funds

The Hedge Fund Journal - September 17, 2019

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

Wealth Partners M&A Strategy Begins To Pay Off

Financial Planning - February 12, 2018

Best Ways RIAs Can Access Capital

Financial Planning - December 7, 2017

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

Childhood Buddies Manage Billions at EP Wealth Advisors

The Beach Reporter - August 3, 2017

AWARDS

CONTACT US

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

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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

180 Varick Street
Suite 1514
New York, NY 10014