Wealth Consulting Partners offers a range of consulting services encompassing everything from target operating model design to implementation.  The unifying theme across our work is to serve as your partner acting as an catalyst for Change within your organization and then help you lead and drive the Change to achieve specific business objectives.

About our founder
Gavin Spitzner, Founder and President, has 25+ years working in and consulting to Fortune 500 companies with a breadth of experience encompassing business development, product development, digital strategy, strategic consulting, marketing, professional development,

Gavin has partnered with numerous top 25 US and global banks and broker-dealers as well as asset managers, RIAs and fintech firms to develop and implement innovative investment management platform solutions leveraging modern technology and processes to improve top and bottomline business performance. 

Our history
Following a successful 25 year career in the financial advisory and fintech space, Gavin launched Wealth Consulting Partners in 2015 with a mission to apply best practices to help forward-looking wealth management organizations transform, evolve and achieve their unique business goals.

What we believe
Strategy is easy. Execution is hard. 
Most investment platform and technology initiatives fail outright, are delayed significantly, or don't achieve desired results due to a lack of common understanding between Client organizations and providers of the client's goals, objectives and requirements and how best to configure and deploy the provider's capabilities.  This results in endless delays and ultimately, a lack of adoption.