Wealth Management Consulting

We provide specialized advice:

Financial Institutions Consulting

We collaborate with financial institutions to help grow and enhance their wealth management business.

Financial Advisors & RIA Consulting

We partner with financial advisors and Registered Investment Adviser (RIA) firms to support and develop their wealth management practices.

Speaking

Our founder’s reputation across the industry as an inspirational people leader and a champion of positive change is well established.

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Advice & Guidance

Achieving growth by delivering forward-thinking strategies to maximize potential, deepen client relationships and promote sustainable success.


About Us

~40%

of Americans work with a financial advisor


88%

of individuals who work with a financial advisor report feeling more confident in their financial future


2.9%

of executive positions in US wealth management firms in 2021 were held by African-American professionals


We are happy to help you.

Having worked closely with Angela during  my time as Chief Compliance Officer, I can confidently say that her leadership is unparalleled. She consistently demonstrated a deep understanding of the regulatory landscape while driving strategic growth and innovation. Angela not only fostered a culture of compliance and integrity but also empowered the entire team to deliver exceptional results for clients.

Chris Neidlinger, Chief Compliance Officer & former FINRA examiner

Angela’s expertise in wealth management is unrivaled. During her time in leadership, she demonstrated remarkable strategic insight, growing client assets while fostering a culture of collaboration and excellence. Her ability to manage both the big picture and the critical details in compliance, operations and client relationships was key to our success. Angela is a true leader who insipires confidence in everyone she works with, and I highly recommend her to anyone seeking to elevate their business.

Pat Frost, former President of Frost Bank, San Antonio, TX

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