The greatest way to learn is by working with those who have walked in your shoes.

We help wealth managers and wealth management service
companies scale their businesses, reach new clients, and launch
new initiatives. We leverage our experience and industry
relationships for transformative outcomes.

We specialize in three types of consulting:

Breakaway support

We empower RIAs to become independent and create long-term equity value.

Distribution support

We provide sales oversight and advice to drive growth and broaden network connections.

Strategic support

We leverage our experience and expertise to help you achieve a specific goal.

Here are just some of the firms we are proud to consult with:

“Jay, John, and the resources within the WAGN ecosystem are the most trusted sources of comprehensive advice in the industry today. Results matter, and WAGN empowered our company to reach over $11B in AUA in less than 5 years.”

Trey Ruch

Managing Partner

Together, we solve big challenges.

Morningstar needed a strategic roadmap to up-market in the RIA wealth space.

Group of 12 advisors wanted to leave large insurance group to go independent in a complex transaction.
RIA business needs access to integrated wealth platform but technology is too complicated for most RIAs to run efficiently.

The conversation doesn’t end here.
Check out our latest insights.