We’ve been in your shoes.
We started WAGN after realizing that something was missing in the independent advisor space: Growth.
With more than 55 years of experience in this space, we have helped hundreds of firms across the country, including some of the largest RIAs, aggregators, and asset managers.
We’re experts in this field because we have run firms, built firms, grown firms, and sold firms. Now we’re focused on helping independent advisors like you – and the best-in-class companies that serve you – accelerate growth and realize potential.
We’re grounded in a few big ideas.
We’re strong believers in coming back to our foundational principles when making decisions. We believe this foundation is the key to our strategic growth; when considering like-minded partnerships, we keep this foundation at the forefront of our minds.