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.
Alata
Alice
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Bebas Neue
Great Vibes
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Exo
Belgrano
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Lato
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Montserrat
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Montserrat
Advice & Guidance
"What sets me apart is that I’m not just a consultant with big ideas, I’m a practitioner who’s lived every side of this business. I’ve sat in the seats of operations, sales, and compliance, and I’ve led from the top as a firm president. I know what it takes because I’ve done the work. When I partner with you, I don’t hand you a slide deck and wish you luck, I literally step inside your organization, uncover what’s really happening, and work side by side to create solutions that stick. My goal isn’t just to advise, it’s to activate real results."
Founder, Angela K. Holliday
~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
