About Us

image318

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. 

image319

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.

image320

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.

Consulting Services

Target Operating Model Development

Vendor Assessments, RFP Design and Execution

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

Vendor Assessments, RFP Design and Execution

Target Operating Model Development

Identify technology requirements to fulfill your vision and the implementation roadmap to get there in the right order. 

Vendor Assessments, RFP Design and Execution

Vendor Assessments, RFP Design and Execution

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.

Client and Advisor Experience

Digital Strategy and Implementation

Vendor Assessments, RFP Design and Execution

Holistic approach to helping define and enable better advisor and client experiences making use of more integrated technology solutions, powered by data and practice management.

Digital Strategy and Implementation

Digital Strategy and Implementation

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

Digital Strategy and Implementation

Digital Strategy and Implementation

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

Case Studies

image321

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.

Blog