Wealth Consulting Partners, LLC 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 a catalyst for Change within your organization and then help you lead and drive the Change to achieve specific business objectives. Wealth Consulting Partners helps design tailored change management roadmaps based on your unique traits and organizational vision. We have deep domain expertise, having worked within all aspects of the Wealth Management/ Managed Accounts/FinTech arena — Sponsor/Client side, Asset Manager side, Provider side — and with that as a foundation, have unsurpassed understanding of what works and what doesn’t work and how to create “win/win”, lasting partnerships between all parties.