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

“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.”

Chris Freimuth

CEO & Founder
Elk River Wealth

The RIAs we invest in benefit from access to our ecosystem.

Over time, we have carefully built a robust network of best-of-breed outsourced providers. RIAs who partner with us typically outsource various business operations (compliance, technology, marketing) to these highly-vetted experts, so they can focus on growth and working with clients.
We believe that outsourcing effectively spurs growth and that is why we’ve invested time, money, and resources to vet and curate a list of partners who excel in various logistics, operational and tactical items.

Our ecosystem helps RIAs streamline operational efficiencies, offer a broader array of services, and spend more time with clients.

Meet our ecosystem

M&A and investment banking services
Outsourced CFO
Outsourced technology and middle office support
Client-friendly market insights
Risk-mitigated investment solutions
Domestic trust services
Life insurance and financial planning solutions

Alone we invest. Together we grow.

See how firms like yours worked with WAGN to grow

Desired to go independent out of a captive bank model.
Wanted to change the way wealth management firms buy P&C insurance, while also giving advisors access to a platform to provide insurance for clients.

The conversation doesn’t end here.
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