Wealth Management Business and Technology Strategy

Welcome to
Wealth Consulting Partners

Wealth Management Business and Technology Strategy

About Us

About Our Founder

 Gavin Spitzner, Founder and President, has 25+ years working in and consulting to Fortune 500 companies with a breadth of experience encompassing business development, product development, digital strategy, strategic consulting, marketing, professional development,

Gavin has partnered with numerous top 25 U.S. and Global banks and broker-dealers as well as asset managers, RIAs and fintech firms to develop and implement innovative investment management platform solutions leveraging modern technology and processes to improve top and bottomline business performance. 

Our History

Following a successful 25 year career in the financial advisory and fintech space, Gavin launched Wealth Consulting Partners in 2015 with a mission to apply best practices to help forward-looking wealth management organizations transform, evolve and achieve their unique business goals.

What We Believe

Strategy is easy.  Execution is hard. 


Most investment platform and technology initiatives fail outright, are delayed significantly, or don't achieve desired results due to a lack of common understanding between Client organizations and Providers of the Client's goals, objectives and requirements and how best to configure and deploy the Provider's capabilities.  This results in endless delays and ultimately, a lack of adoption. 

Consulting Services

Target Operating Model Development

Construct a compelling target state vision that guides and informs your business requirements, creates organizational engagement and clarity and highlights change management elements.

Technology Roadmap Design and PMO Support

Identify technology requirements to fulfill your vision and the implementation roadmap to get there in the right order. PMO team support to help ensure effective discovery, solution design and project gating.

Vendor Assessments, RFP Design and Execution

Extensive experience constructing RFPs, creating use cases to help ensure the selection of best fit vendors, and negotiating effective contracts.

Thought Leadership and Speaking Engagements

White paper development, marketing strategy and practice management support and frequent industry event speaker.

Digital Strategy and Implementation

We offer strategic best practices support to define a client segment-driven digital strategy encompassing automated robo solutions to hybrid models to digitally-augmented traditional models.

Competitive Analysis

Extensive industry knowledge of front-office portfolio management technologies, backoffice custody and trust accounting systems, digital B2B providers, aggregation and performance systems, client portals and more.

Case Studies

Regional Bank Wealth Manager

Assessments, recommendations and roadmaps to help a regional bank wealth management business evaluate and deploy strategies and modern technologies to reinvigorate growth across personal, institutional and retirement services channels.

National RIA

Advisory support of a national RIA re-platforming and integrating capability sets including multiple proprietary and third party technologies.

Global FinTech Provider

Strategy and project management support of a leading global FinTech provider encompassing the design and alignment of capabilities and marketing to target the bank wealth management market.

Blog