Wealth Management Centers, LLC – we are a diversified business development, consulting and financial technology platform. Our team in-house professional advisors coupled with our extensive international network of outside scientific, technology and management experts provide a unique resource and partnership to select businesses, their Founders, Owners and key executive who operate them.
A few of our innovative and customizable services and products we provide include: professional corporate advisory, business development with client-sales acquisition support, and tailored Fintech solutions. Our platform is designed to function as a partner and outside division of your organization. Our services are built to help steer the early stage, closely-held company towards growth and to ultimately accessing the public markets. In support of our services, we offer customized financial technology products specialized for yourcompany and your management teams needs.
Our focus is on the small and mid-size business which includes early stage and closely-held private entities, non-for-profits, endowments, sports and entertainment talent and their athletes and artists. Our clients areas include, the professional organizations, such as law firms, CPA firms, Broker-Dealers, Registered Investment Advisors, Hedge-Funds, the Small Family Office, technology and private personal entities.
We have been working with businesses, their decision maker owners, executives and key managers since 2003 (Learn more here)
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Welcome to our website and thank you for visiting us here today. We greatly appreciate you taking your most valuable asset, “your time” to learn about our company and exploring some of our services and products which we bring to bear to our “Partnership Companies.” Once you have conducted a cursory review, please feel free to Contact Us to ask about the personalized services and products we can provide you, your business, your executive’s team and your key managers. Please feel free to view our content and forward us any questions you may have. You may schedule an absolutely free, no-obligation, exploratory appointment to find out if our services are right for you and your organization’s needs (read more here)
We offer our platform as an outsourcing partner for your business needs on a broad array of service, include: business consulting, professional advisory and business development with call-center support for business and personal entities of all sizes. Our cross section of offerings are tailored for: small to mid-size businesses, non-per-profit and philanthropic organizations, early stage start-up entities, concept companies, the ultra-high and high-net worth individuals, families and family offices, and for amateur and professional and entertainment talent. Our services also include specialized financial technology (FinTech) applications offerings tailored for our Client’s, Partnership Companies and Individual needs of many types.
We offer and provide extensive expertise and experience in supporting entities of all sizes with a specialty focus on the small and mid-size business, the Owner-Entrepreneur who created or now runs the company and the Officers and Directors who operate the business. Our rich pool of Talent Consulting specialist provides counseling and support services to both amateur and professional talent, including arts, entertainment and athletic performers alike.
We work closely with the founders, the executives and the management team in a broad cross-section of sectors and industries. Some of our Clients operate in software, financial services, real estate, fintech and more. We provide our Clients and Partnership Companies with consulting and hands-on business development solutions.
Our assignments range from the mid-size business that has a very specific need which is more efficiently outsources or handle more discretely outside the organization, to the small business developing their offering and ramping sales, to the early stage operation as well as the concept company. We provide these businesses with key strategic partnerships and guidance, including developing their internal technology and addressing their financial services needs.
Our services support Broker-Dealers, Investment Advisors Companies, Hedge Funds, Private Funds, Family Offices, and also the Hi-Net-Worth and the Ultra-Hi-Net-Worth Investors worldwide. Our offerings include a number of key business lines specifically tailored to support, guide and provide direct, hands-on assistance to the small and midsize businesses business and their Operators. Think of us as an outside division and a valued Partner to your organization. We work closely, hand-in-hand with the Owner-Entrepreneurs who create and build your business, their Directors and Executive Management Team who manage your operations and their Sales staff who generate new business.
In today’s complex and constantly evolving business environment, we provide outside expert operations and high-level business and sales knowledge and resources you may not have time, personnel or the resource to develop internally. We believe that small and midsize business is the most important growth engine in the U.S. and the World economies and as such, our platform and expertise is geared and laser focused to provide services to aid in your success.
We have been providing guidance, services and sales support to our Clients for over 15-years. Prior to that Our Team has been directly engaged in identifying, supporting and investing in both Private and Public Companies with outstanding business and investment opportunities for many years. A few of our services include:
Please take some time to familiarize yourself with Our Company, Our Team and Our Services. You may view a few of our select Portfolio of Companies and Partners to better understand what we may be able to provide for your needs. Once you have had a chance to learn a bit about us and our services, you may start by < Submitting Any Initial General Questions> and then later schedule an introductory, no obligation appointment to discuss how our services can aid and support you and your company.
You may also now simply <Schedule an Introductory, Exploratory Appointment> and allow us to give you a brief walkthrough of Our Company, Our Team and Our Services and Our Portfolio of Companies and discuss how we can become your valuable Resource and Partner.
We truly believe and through experience know as a fact that even our Free, No-Obligation Introductory Appointment can be a valuable resource to help your Company understand what opinion are available to help you better achieve your Corporate Vision and realize your company’s true potential and achieve the Entrepreneur Success you are working for every day.