Wealth Partners Capital Group, LLC
Financial ServicesView the employees at
Wealth Partners Capital Group, LLC-
Peter Wheatley Associate at Wealth Partners Capital Group, LLC
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New York
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Rising Star
Shannon Westhead, MS Senior Associate at Wealth Partners Capital Group, LLC-
New York, New York, United States
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Rising Star
Julie Katzenberg Executive Assistant-
Top 10%
Sean McAloon Senior Associate at Wealth Partners Capital Group, LLC-
New York
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Rising Star
Nicholas Trepp Principal at Wealth Partners Capital Group, LLC-
New York, New York, United States
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Rising Star
Overview
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 $146 billion in client assets. Launched in 2017, WPCG serves as an investor in and partner to five nationally recognized RIAs: EP Wealth Advisors, MAI Capital Management, Merit Financial Advisors, Apella Capital and Waverly Advisors. WPCG’s 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.
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