Wealth Management Centers, LLC is a diversified corporate development and consultancy platform company. We also provide multi-family office, agency, business incubator, and accelerator services. We may invest directly, deploying capital into select growth companies. Established and in continuous operations since 2002, our motto and focus are on “Expanding and Achieving the Possibilities.”
Our mission is to provide select clients and our portfolio companies in which we have directly invested with a powerful outside relationship and an elite team with specialized services in supporting the founders and key executives to enhance enterprise value. Our market segment focus is on private and public growth companies in emerging and middle-market on a global basis. Wealth Management Centers, LLC’s corporate focus is to consistently strives to provide best-in-class, best-of-breed services, and methodology. We are typically engaged just when the Client needs us most.
Our business lines include corporate development with capital formation advisory, which includes business valuation, merchant capital services, regulatory compliance consultation, and risk management. We consult, advise and provide our services for certain select companies, their founders, key executives, and senior management team in a broad cross-section of sectors and industries. For certain select companies that become well known to us, we may also offer to provide business accelerator services, and directly invest.
Through USWMC Advisory Group, our capital markets services division, we offer critical corporate consulting and merchant capital consulting services. The USWMC Advisory Group’s focus is in the areas of equity and debt formation consultation, merchant capital origination, and strategic transaction execution, such as M&A consulting services.
All of our services are always uniquely tailored to each Client-Company and 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“
We provide corporate advisory, consulting, and business accelerator services to our 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 clients with their marketing, branding, business development, and expansions. (read more…)
Every Founder and CEO knows that capital is the lifeblood that grows 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 is comprised of enterprise and shareholder value enhancement professionals who are experts 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…)
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 company can leverage our decades of established lending relationships. We strictly focus on lending groups that 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. We can support and or coordinate the entire process. We can assist and or lead in the traditional (non-securities) lending negotiations for establishing lending facilities. We stand with our client for the entire process from submitting the documentation, including confidential materials, and work with you through the submission of the application process on our client’s behalf. We stand with you up until the transaction has been completed and the vital lending capital has been secured (read more…)
In today’s interconnected world where business moves at the speed of electrons, risk management is more important than ever before. Don’t allow your hard work to get washed away due to failing to recognize unseen risks. 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…)
Whether you are a fortune 500 company or a small family-run business, regulatory compliance can be the key that makes or break a company’s success. Regulatory compliance is a crucial aspect of conducting business in today’s world and is becoming more and more complex each and every day. We are here to help. 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…)
Anyone can have an opinion of what they believe their company is worth. But having an opinion and having a supportable fair-market value opinion that can be taken to the market are two separate things. What something costs and what its value is can sometimes be two dramatically different things. Unsupportable valuations can stop you from moving forward or they can come back to haunt a company in the longrun. Either way, they are not conducive to long-term success. We conduct business valuation analyses, including market value assessments, and provide high-quality, supportable opinions of value that can be used to successfully access public markets, or execute strategic transactions. (read more…)
We provide entity and fund formation organizer services. We work with leading legal relationships to coordinate and execute entity structure formation and provide entity and pooled capital organizer services. We can assist in coordinating and developing collaborations with leading corporate and securities law practices that specialize in providing entity structuring for general and special-purpose vehicles and pooled investment vehicles such as private funds, family offices, and private real estate entities. Our family office services can setup, assist, and launch your special-purpose vehicle, pooled investment structures, and family office while you can focus on your craft, and build and preserve generational wealth. (read more…)
Today’s premier athletes and talent are aware that being a great athlete or an amazing talent isn’t all there is to it to achieve success. Of course, the challenge continues to be in the execution. Getting started the right way, surrounding yourself with the right people and services, and following a proven path are critical to success. We provide sports and entertainment agency consultancy and advisory services to the agency professionals and their clients. Our advisory services, coupled with established legal relationships, and genuine client-focused leadership can be engaged to protect the talent’s interests. We can assist, coordinating, collaborate with known sports, and entertainment agencies to facilitate their generational success. Our family office and agency support services can set up, assist, and operate your family office, entity, and fund structures while you can focus on your craft, building your client’s legacy, while creating, building, and preserving generational wealth. (read more…)
Wealth Management Centers, LLC is a diversified corporate development and consultancy platform company. We also provide multi-family office, agency, business incubator, and accelerator services. We may invest directly, deploying capital into select growth companies. Established and in continuous operations since 2002, our motto and focus are on “Expanding and Achieving the Possibilities.”
Our mission is to provide select clients and our portfolio companies in which we have directly invested with a powerful outside relationship and an elite team with specialized services in supporting the founders and key executives to enhance enterprise value. Our market segment focus is on private and public growth companies in emerging and middle-market on a global basis. Wealth Management Centers, LLC’s corporate focus is to consistently strives to provide best-in-class, best-of-breed services, and methodology. We are typically engaged just when the Client needs us most.
Our business lines include corporate development with capital formation advisory, which includes business valuation, merchant capital services, regulatory compliance consultation, and risk management. We consult, advise and provide our services for certain select companies, their founders, key executives, and senior management team in a broad cross-section of sectors and industries. For certain select companies that become well known to us, we may also offer to provide business accelerator services, and directly invest.
Through USWMC Advisory Group, our capital markets services division, we offer critical corporate consulting and merchant capital consulting services. The USWMC Advisory Group’s focus is in the areas of equity and debt formation consultation, merchant capital origination, and strategic transaction execution, such as M&A consulting services.
All of our services are always uniquely tailored to each Client-Company and 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
e (read more…)
“Expanding and Achieving the Possibilities“
We provide corporate advisory, consulting, and business accelerator services to our 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 clients with their marketing, branding, business development, and expansions. (read more…)
In today’s interconnected world where business moves at the speed of electrons, risk management is more important than ever before. Don’t allow your hard work to get washed away due to failing to recognize unseen risks. 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…)
Every Founder and CEO knows that capital is the lifeblood that grows 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 is comprised of enterprise and shareholder value enhancement professionals who are experts 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…)
Anyone can have an opinion of what they believe their company is worth. But having an opinion and having a supportable fair-market value opinion that can be taken to the market are two separate things. What something costs and what its value is can sometimes be two dramatically different things. Unsupportable valuations can stop you from moving forward or they can come back to haunt a company in the longrun. Either way, they are not conducive to long-term success. We conduct business valuation analyses, including market value assessments, and provide high-quality, supportable opinions of value that can be used to successfully access public markets, or execute strategic transactions. (read more…)
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 company can leverage our decades of established lending relationships. We strictly focus on lending groups that 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. We can support and or coordinate the entire process. We can assist and or lead in the traditional (non-securities) lending negotiations for establishing lending facilities. We stand with our client for the entire process from submitting the documentation, including confidential materials, and work with you through the submission of the application process on our client’s behalf. We stand with you up until the transaction has been completed and the vital lending capital has been secured (read more…)
Whether you are a fortune 500 company or a small family-run business, regulatory compliance can be the key that makes or break a company’s success. Regulatory compliance is a crucial aspect of conducting business in today’s world and is becoming more and more complex each and every day. We are here to help. 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…)
We provide entity and fund formation organizer services. We work with leading legal relationships to coordinate and execute entity structure formation and provide entity and pooled capital organizer services. We can assist in coordinating and developing collaborations with leading corporate and securities law practices that specialize in providing entity structuring for general and special-purpose vehicles and pooled investment vehicles such as private funds, family offices, and private real estate entities. Our family office services can setup, assist, and launch your special-purpose vehicle, pooled investment structures, and family office while you can focus on your craft, and build and preserve generational wealth. (read more…)
Being a great athlete or an amazing talent isn’t all there is to it to achieve success. Getting started the right way, surrounding yourself with the right people and services, and following a proven path are critical to success. We provide sports and entertainment agency consultancy and advisory services. Our advisory services, coupled with established legal relationships, and genuine leadership can be engaged to protect the talent’s interests. We can assist in coordinating and developing collaborations with known sports, and entertainment agencies. Our family office services can set up, assist, and operate your family office while you can focus on your craft, building your legacy, while creating, building, and preserving generational wealth. (read more…)
