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Wealth Management Centers, LLC established and in continuous operations since 2002 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. Our focus and motto are on “Expanding and Achieving the Possibilities.”

Our mission is to provide the select Client-Company with a powerful outside team and services, specialized in supporting leadership, and assisting in enhancing stakeholder value for their companies and investors.  We focus on emerging private and public growth companies on a global basis.  Wealth Management Centers strives to provide best-in-class and best-of-breed services and methodology, generally when the Client needs us most.

Our business line areas of focus include corporate development, capital formation advisory, business valuation, merchant capital services, regulatory compliance consultation, and risk management.  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.  Established and in continuous operations since 2002, we consult and provide our services for select client companies, their founders, key executives, and senior management team in a broad cross-section of sectors and industries.

Through our USWMC Group, a wholly independent division of Wealth Management Centers, LLC.  Explicitly founded with a mission to provide true relationship-based support to our select Client-Companies, we offer capital formation consultation and merchant capital advisory.  Founded with a mission to provide true relationship-based support to our select Client Companies, the USWMC Group offers critical corporate consulting and advisory services in the areas of equity and debt formation, merchant capital origination, and strategic transaction execution specifically focused on enhancing enterprise and shareholder value!

Each member of our team of enterprise and shareholder value enhancement professionals are experts in their respective fields which include capital markets, legal and regulatory compliance support, capital formation, merchant banking, strategic transaction, and taxation.  We can function as a virtual, independent outside division of our select operating company clients.

We strictly cultivate, establish, and develop consulting business relationships where we can become a significant value-added external resource, specifically for the purpose of building long-term enterprise and shareholder value.  We work closely and hands-on with founders, the board of directors, senior operating executives, and their legal representatives to help the Company achieve long-term shareholder value.  We can introduce industry experts, and provide advisory board and board of directors and services.

Our services are to help steer the early stage, closely held, and growing company towards growth acceleration and to ultimately access the private and public markets. Our focus is on small and mid-size business which includes early-stage and closely-held private entities, including not-for-profits, endowments, sports and entertainment talent, athletes, and artists in a family-office structure.  We have a depth of experience across a broad spectrum of industries including software, financial services, biotechnology, real estate, fintech, and more. Our Clients’ areas include operating companies and professional organizations, such as Law and CPA firms, Broker-Dealers, Registered Investment Advisors, Hedge-Funds, small and multi-family offices, and private personal entities.  

Expanding and Achieving the Possibilities