Now that you’ve heard it from us, hear what the industry has to say about our work.

“Working with Jay and John at WAGN has been eye-opening and refreshing. They provide clarity and thoughtful direction on our most important projects. I’ve never felt more confident about our goals than when working with the WAGN team. Great people doing great work.”

“Working with the WAGN team during our launch was an enormous benefit. Jay and John’s network and industry knowledge allowed us to build our firm at a pace that would not have been achievable otherwise. We continue to rely on them for guidance across many aspects of our firm. The respect they receive in our field is well-earned. We are happy to have them as partners.”

“John and Jay (WAGN) were instrumental in getting Elk River started. Their expertise in all aspects of an RIA practice allowed our staff to focus on the clients and the business. Once we were up and running, we were able to leverage their industry knowledge and relationships to implement strategic initiatives at the firm.”

“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.”

“John Phoenix and Jay Hummel are true professionals. They know the independent ecosystem as well as anyone in the industry. Their assistance in our transition to independence was integral to our success.”