Wealth Partners Select (“WP Select”) firms are growth-oriented RIAs seeking to broaden their mission and scope to create “super-regional” brands via targeted M&A. WPCG assists these partners across a range of important functions, including acquisition execution as well as organic growth initiatives, operational best practices and capital.
MCF Advisors
$3.4B AUA
Greater East
South Central
The Wealth Alliance
$2B AUA
Greater Tri-state
& So. Florida
MCF Advisors
The Wealth Alliance
Building Successful Super-Regional
Wealth Management Firms
Each WP Select firm has a proven senior management team dedicated to delivering more capabilities to more clients throughout their region.
News & Press
Wealth Partners Capital Group and HGGC Establish Strategic Partnership with MCF Advisors
Press Release
Wealth Partners Capital Group and HGGC Establish Strategic Partnership with The Wealth Alliance
Press Release
Get In Touch
Sean McAloon
Director
sean.mcaloon@wealthpcg.com
Phone
561-838-7232
