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About Us

Wealth Management Centers, LLC is a diversified corporate development, financial consultancy and advisory, fintech application platform company. We also provide multi-family office, business incubator and business accelerator services, as well as take positions in certain Portfolio-Companies. For certain select Client-Companies, can directly deploy venture capital. Established and in continuous operations since 2002, our motto and our focus are on Expanding and Achieving the Possibilities.”

Our mission is to provide the select Portfolio and Client-Company with a powerful outside relationship, an elite team with specialized services in supporting the founders and key executives to enhance enterprise value.  Our market segment focus is on emerging and middle-market private and public growth companies on a global basis. Wealth Management Centers, LLC corporate obsession is to consistently strives to provide best-in-class and best-of-breed services, and methodology.  We are typically engaged just when the Client needs us most.

Our business line areas include corporate development, capital formation advisory, business valuation, merchant capital services, regulatory compliance consultation, and risk management.  We consult, advise and provide our services for certain select Client- Companies, their founders, key executives, and senior management team in a broad cross-section of sectors and industries.  For certain select Client-Companies that become well known to us, we may also offer to provide business accelerator services, and directly deploy venture capital.  

Through USWMC Group, our wholly independent Capital Markets Consulting Services division of Wealth Management Centers, LLC, we offer critical corporate consulting, and advisory merchant capital services services.  The USWMC Group’s focus is in the areas of equity and debt formation consultation and advisory, merchant capital origination, and strategic transaction execution, including M&A services. 

All our services are uniquely tailored to each Client-Company and always specifically focused on enhancing enterprise and shareholder value!  This elite team was formed with a mission to provide true high-touch, relationship-based support to our select Client-Companies, working closely with founders, the board of directors, senior operating executives, and their legal representatives for those purposes to help the Company achieve long-term enterprise and stakeholder value.

Wealth Management Centers, LLC strictly cultivates and develops business relationships where we can become a significant value-added outside resource for the purpose of building long-term enterprise and stakeholder value (read more)

Expanding and Achieving the Possibilities

Services We Provide

"Our Business Lines"

Corporate Advisory

We provide corporate advisory, consulting, and business accelerator services to our select Clients.  Our specific focus is to create enterprise and shareholder value.  We design and support our operating company clients in the execution of the necessary growth initiatives and capital formation campaigns efforts to enhance and create shareholder value. Our expertise includes the review of potential financing alternatives available within any given market environment. We provide executable strategies and recommendations with respect to the options available in support of our Client’s capital needs. We support and assist our Clients in conducting capital market operations in a compliant and regulated, best-of-breed fashion.  Along with corporate consulting, equity and debt formation, merchant capital origination, and strategic transaction advisory services, we can assist our exclusive operating company Clients with their marketing, branding, business development, and expansions (read more…)

Risk Management

We provide operating companies and financial services organizations with management solutions in the areas of operational risk management advisory. We partner with and utilize leading solutions providers as well as develop customized solutions for our Clients (read more…)

Capital Formation

Every Founder and CEO knows that capital is the the life blood growth companies. We provide equity, debt, and mezzanine capital formation consultancy and strategic transaction advisory services, specifically focused on enhancing enterprise and shareholder value. Our team of enterprise and shareholder value enhancement professionals is expert in capital markets, including capital formation and merchant banking services. We support, securities compliance and regulatory support, and legal matters introductory support services. We conduct budget and capital needs analysis to assist in preparing valid, supportable projections and valuations to enable our Client-Companies to access capital markets. We design, customize, and implement capital campaigns, including the type of offerings, the amounts, and the timing of capital infusions.  We spearhead strategies to achieve capital requirements to meet your growth hurdles. We strive to function as an independent outside division to our select operating company clients (read more…)

Business Valuation

We conduct business valuation analysis, including market value assessments and provide high-quality, supportable opinions of value that can be used to successfully access public markets, execute strategic transactions. (read more…)

Merchant Capital

We provide matching services with leading lending institutions.  Our services include direct collaboration with well-known broker-dealers and their investment bankers, public and private funds, syndicators, as well as with private strategic investors.  Our Clients-Companies can leverage our decades of established lending relationships.  We strictly focus on lending groups that specifically already know your space, and lend within your industry. Once the high probability personalized introductions are made, we don’t stop there.  We provide white-gloved, concierge support service to our Clients-Companies.  We can support and-or coordinate the entire process.  We can assist and-or lead in the lending negotiating. We stand with our Client-Companies for the entire process from submitting the documentation, including confidential materials, and work with you though the submission of the application process on our Client’-Companies behalf.  We stand with you up until the transaction has been complete and the vital lending capital has been secured (read more…)

Compliance

We provide operating companies and financial services organizations with management solutions in the areas of regulatory compliance consulting services. We partner with and utilize leading solutions providers as well as develop customized solutions for our Clients (read more…)

Agency Advisor

Getting started the right way and following a  proven path is critical to success.  We provide Sports and Entertainment Agency Consultancy and Advisory services.  Our established legal relationships can be engaged to protect the talent’s interests.  We make introductions, collaborating and can coordinating with established, well-known sports, and entertainment agencies. (read more…)

Call Us Today!

(212) 213-0025 or send us a confidential message here ->

Request a call

by filling out our confidential form and we will contact you promptly

    About Us

    Wealth Management Centers, LLC is a diversified corporate development, financial consultancy and advisory, fintech application platform company. We also provide multi-family office, business incubator and business accelerator services, as well as take positions in certain Portfolio-Companies. For certain select Client-Companies, can directly deploy venture capital. Established and in continuous operations since 2002, our motto and our focus are on Expanding and Achieving the Possibilities.”

    Our mission is to provide the select Portfolio and Client-Company with a powerful outside relationship, an elite team with specialized services in supporting the founders and key executives to enhance enterprise value.  Our market segment focus is on emerging and middle-market private and public growth companies on a global basis. Wealth Management Centers, LLC corporate obsession is to consistently strives to provide best-in-class and best-of-breed services, and methodology.  We are typically engaged just when the Client needs us most.

    Our business line areas include corporate development, capital formation advisory, business valuation, merchant capital services, regulatory compliance consultation, and risk management.  We consult, advise and provide our services for certain select Client- Companies, their founders, key executives, and senior management team in a broad cross-section of sectors and industries.  For certain select Client-Companies that become well known to us, we may also offer to provide business accelerator services, and directly deploy venture capital.  

    Through USWMC Group, our wholly independent Capital Markets Consulting Services division of Wealth Management Centers, LLC, we offer critical corporate consulting, and advisory merchant capital services services.  The USWMC Group’s focus is in the areas of equity and debt formation consultation and advisory, merchant capital origination, and strategic transaction execution, including M&A services. 

    All our services are uniquely tailored to each Client-Company and always specifically focused on enhancing enterprise and shareholder value!  This elite team was formed with a mission to provide true high-touch, relationship-based support to our select Client-Companies, working closely with founders, the board of directors, senior operating executives, and their legal representatives for those purposes to help the Company achieve long-term enterprise and stakeholder value.

    Wealth Management Centers, LLC strictly cultivates and develops business relationships where we can become a significant value-added outside resource for the purpose of building long-term enterprise and stakeholder value (read more)

    Expanding and Achieving the Possibilities

    Services We Provide

    "Our Business Lines"

    Corporate Advisory

    We provide corporate advisory, consulting, and business accelerator services to our select Clients.  Our specific focus is to create enterprise and shareholder value.  We design and support our operating company clients in the execution of the necessary growth initiatives and capital formation campaigns efforts to enhance and create shareholder value. Our expertise includes the review of potential financing alternatives available within any given market environment.  We provide executable recommendations with respect to the options available in support of our Client’s capital needs.  We support and assist our Clients in conducting capital market operations in a compliant and regulated, best-of-breed fashion.  Along with corporate consulting, equity and debt formation, merchant capital origination, and strategic transaction advisory services, we can assist our exclusive operating company Clients with their marketing, branding, business development, and expansions (read more…)

    Risk Management

    We provide operating companies and financial services organizations with management solutions in the areas of operational risk management advisory. We partner with and utilize leading solutions providers as well as develop customized solutions for our Clients (read more…)

    Capital Formation

    We provide equity, debt, and mezzanine capital formation, and strategic transaction advisory services.  Specifically, we focused on enhancing enterprise and shareholder value.  Our team of enterprise and shareholder value enhancement professionals is expert in capital markets, including capital advisory, capital formation, and merchant banking services.   We provide advisory for strategic transactions, securities and corporate legal matters, regulatory compliance.   We conduct budget analysis and assist in preparing valid, supportable projections with a design to access capital markets.  We conduct capital needs analysis, provide needs assessments, and spearhead strategies to achieve capital requirements for meeting growth hurdles. We design, customize, and implement capital campaigns, including the type of offerings, the amounts, and the timing of capital infusions.  We strive to function as an independent outside division to our select operating company clients (read more…)

    Business Valuation

    We conduct business valuation analysis, including market value assessments and provide high-quality, supportable opinions of value that can be used to successfully access public markets, execute strategic transactions. (read more…)

    Merchant Capital

    We provide our select Client-Companies matching services with leading lending institutions.  Our matching services include direct collaboration with well-known broker-dealers and their investment bankers, private funds, syndicators, as well as with private strategic investors. We strictly focus on lending groups that specifically lend in your industry and space. Once the high probability personalized introductions are made, we don’t stop there.  We provide white-gloved, concierge support service to our Clients-Companies, we can coordinate the process, lead and assist in the negotiating, and complete through submitting documentation, confidential materials, and any required application process to obtain the vital lending capital on our client’s behalf.  (read more…)

    Compliance Consultation

    We provide operating companies and financial services organizations with management solutions in the areas of regulatory compliance consulting services. We partner with and utilize leading solutions providers as well as develop customized solutions for our Clients (read more…)

    Agency Advisor

    We provide Sports and Entertainment Agency Advisory services, collaborating and coordinating with established and well-known sports and entertainment agencies. (read more…)

    Call Us Today!

    (212) 213-0025

    Request a call