About Us

Firm Overview


We offer a range of consulting services encompassing everything from target operating model design to implementation.  The unifying theme across our work is to serve as your partner acting as an catalyst for Change within your organization and then help you lead and drive the Change to achieve specific business objectives.

Wealth Consulting Partners helps design tailored change management roadmaps based on your unique traits and organizational vision.

We have deep domain expertise, having worked within all aspects of the Wealth Management/ Managed Accounts/FinTech arena -- Sponsor/Client side, Asset Manager side, Provider side -- and with that as a foundation, have unsurpassed understanding of what works and what doesn't work and how to create "win/win", lasting partnerships between all parties.

Our Approach


Wealth Consulting Partners employs a highly consultative and custom approach

informed by a deep understanding of best practices and

predicated on the notion that real change depends on winning minds and hearts and developing true competency and buy-in, enveloping a client-centric value proposition...not just implementing the latest technology and "hoping" it drives revenue.

We care deeply about guiding financial institutions towards helping clients achieve better outcomes and take a holistic approach to aligning People, Process and Technology against client-centric strategies.

What We Do


Digital Advice Strategy and Implementation

Goals-Based Wealth Management Strategy, Technology Roadmap Design and Execution

RIA Acquisition / Integration Strategy

Asset Management Product and Distribution Strategy

Target Operating Model Design and Execution

Wealth Management Client Experience Optimization

Cross-Channel Investment Platform Rationalization and Operational Efficiency

Portfolio Management Modernization

Investment Advisory Best Practices, Change Management and Professional Development

RFP Creation and Vendor Selection

Competitive Benchmarking and Industry Best Practices

Competitive Analysis

Practice Management Curriculum, Content and Delivery