Welcome to Wealth Consulting Partners
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 strategic consulting, business development, product development, digital strategy, marketing, professional development and practice management.
Gavin has partnered with numerous top 25 U.S. and Global banks and broker-dealers as well as asset managers, RIAs and Fintech/WealthTech firms to develop and implement innovative advisor and client experience solutions leveraging modern technology and processes to improve top and bottomline business performance.
Our History
Following a successful 25 year career in the financial services advisory and WealthTech space, Gavin launched Wealth Consulting Partners in 2015 with a mission to apply best practices to help forward-looking wealth management organizations and the providers that serve them 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 ineffective change management and leadership, process reengineering or a lack of common understanding between Client organizations and their 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. We take a holistic approach to defining the target state and leading engagements to build consensus and ultimate adoption.
Case Studies
Global Asset Manager and WealthTech Provider
Strategic assessments and recommendations to guide go-to-market strategy global leader in asset management and wealthtech encompassing understanding target markets, buyer behaviors, the competitive landscape and roadmap.
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.