Our Company Our Mission Our Group Leadership Team Services Independent Consultants Independent Advisors WM-FinTech Contact Sign In (212) 869-8220
EST. 2002  ·  NEW YORK  ·  FLORIDA  ·  GLOBAL

Expanding and
Achieving the
Possibilities.

A diversified corporate development and consultancy platform company. We partner with founders, executives, and boards of select growth companies to enhance enterprise and shareholder value — engaged precisely when clients need us most.

Contact Us Our Mission  →
25+
Years in Continuous Operation
9
Core Service Lines
NEW YORK  ·  FLORIDA
501 Fifth Avenue, 15th Floor
Corporate Consulting· Capital Formation Advisory· Merchant Capital· Business Valuation· Risk Management· Regulatory Compliance· Entity & Fund Formation· Agency & Talent Advisory· M&A Transaction Advisory· Multi-Family Office· Business Incubator & Accelerator· Corporate Consulting· Capital Formation Advisory· Merchant Capital· Business Valuation· Risk Management· Regulatory Compliance· Entity & Fund Formation· Agency & Talent Advisory· M&A Transaction Advisory· Multi-Family Office· Business Incubator & Accelerator·
25+
Years in continuous operation since 2002
$6.8B
Cumulative capital raised across mandates
210+
Client mandates executed across sectors
9
Core service lines, globally delivered
Our Company

A Diversified
Corporate Development
& Consultancy Platform.

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 business lines include corporate development, capital formation advisory, business valuation, merchant capital services, regulatory compliance consultation, and risk management. For select Client-Companies that become well known to us, we may also offer business accelerator services and directly deploy venture capital.

We serve founders, key executives, and senior management teams across a broad cross-section of sectors and industries — including software, financial services, biotechnology, real estate, fintech, and more. Our client organizations 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.

Statue of Liberty & Lower Manhattan
New York · Headquarters
501 Fifth Avenue · Astor Trust Building
"We strictly cultivate, establish, and develop consulting relationships to become a significant value-added external resource for building long-term enterprise and shareholder value."
— USWMC LEADERSHIP  ·  NEW YORK
"Expanding and Achieving the Possibilities"
Our Mission

A Powerful Outside
Team — When You
Need Us Most.

Our mission is to provide select Companies with a powerful outside team specializing in supporting leadership and assisting them in enhancing stakeholder value for their companies and shareholders. We continuously strive to add best-of-breed methodology, generally at the time when they need us most.

We also provide business incubator, accelerator, and multi-family office services. We may invest directly, deploying venture capital in select growth companies. Established and in continuous operations since 2002.

"Each member of our team of enterprise and shareholder value enhancement professionals are experts in their respective fields — including capital markets, legal and regulatory compliance, capital formation, merchant banking, strategic transactions, and taxation."
— USWMC TEAM

USWMC works closely and hands-on with founders, the board of directors, senior operating executives, and their legal representatives to help each Company achieve long-term shareholder value. Our team can function as a virtual, independent outside division of select operating company clients.

USWMC Group

A Family of Companies built for institutional and private growth clients.

USWMC is the corporate development and consultancy platform anchoring three complementary brand divisions. Each operates independently with a specialized mandate while sharing the firm's heritage, infrastructure, and standards of practice.

USWMC seal
Corporate Consultancy
Wealth Management Centers

The diversified corporate development and consultancy platform. Established 2002. Serving private and public growth companies in emerging and middle markets, globally.

WMA seal
Advisory Group
Wealth Management Advisors

The capital markets services division. Equity and debt formation consultation, merchant capital origination, and strategic M&A transaction execution.

Liberty Associates seal
Established 1984
Liberty Associates

Trusted Financial Partners. A heritage advisory practice within the USWMC group, supporting select multi-generational and family-office relationships.

Leadership Team

Our Leadership

USWMC Group is a wholly independent division of Wealth Management Centers, LLC. The group operates as a diversified corporate consulting, capital formation, and merchant banking advisory platform focused on emerging private and public growth companies on a global basis. Each team member of our professional advisory and corporate development consulting team has had a long and highly successful career on Wall Street. We have extensive expertise in private and public markets with a specialized focus on emerging and mid-tier companies.

Founding Partner
USWMC Advisory Group
Senior Partner
USWMC Advisory Group
Partner
USWMC Advisory Group
Partner
USWMC Advisory Group
USWMC Advisory Group — Services

Our Specific Focus is to Create
Enterprise and Shareholder Value

Corporate Consulting Services

We design and support our clients in the execution of growth initiatives and capital formation campaigns to enhance and create shareholder value. Our expertise includes the review of potential financing alternatives available within any given market environment and we provide recommendations with respect to the options available in support of our client's capital needs.

Capital Formation Advisory

We provide introductions to sources of capital including equity, debt, and mezzanine. We match our clients with institutional investors, ultra-high-and-high-net-worth private investors, and investment banking firms specializing in these types of investors.

Merchant Capital Origination

We provide benefits to our clients by matching, introducing, and connecting them with leading syndicators and strategic investors.

Capital Needs Analysis and Planning

We conduct budget analyses and assist in preparing valid, supportable projections with a design to access capital markets. We analyze, provide, and spearhead strategies for meeting growth hurdles.

Opinions of Value

We conduct valuation analyses and provide high-quality, supportable opinions of value that can be used to access public markets, execute strategic transactions, and for estate and probate needs.

Corporate Offerings and Presentation Materials

We develop compliant equity and debt offering materials to access capital markets and assist with corporate presentations for use with investors, business development, and other interested parties.

Strategic Transaction and Growth Advisor

We source, spearhead, and execute mergers & acquisitions, new partnership formation, and prepare and assist our clients with executing a sale of a division, the entire operating company, or for a generational transfer of assets.

Public Market Professional Services

We provide and introduce management with high-quality and cost-effective external capital markets specialists. We support management in directing specialty professionals, including law firms, accountants, and public investor relations firms to access public markets.

Industry Expert and Key Executive Relationships

We introduce and assist our clients in building a high-quality Board of Directors and Technical Advisory Board. We make introductions to high-level corporate executives, dealmakers, and other successful businesspersons to develop key industry relationships.

Schedule a No-Obligation Consultation
Independent Consultants

A Unique Hybrid
Model of Operations

USWMC Advisory Group is our wealth management consultants platform — a unique and valuable resource that we make available for you the Client. Our diversified corporate consulting, capital formation, and merchant capital advisory platform functions under a hybrid model of operations which includes a combination of both Internal Consultants coupled with our extensive nationwide network of External Independent Consultants.

Our unique hybrid-model offers you the Client access to both our In-house Professional Consultants along with our growing nationwide network of talented Independent Consultants, each complete with their own unique skill sets, resources, and powerful networks of existing clients and referral opportunities.

This robust model is available to our Clients and Partnership Companies to bring you the value-added solutions and the resources of our platform. The hybrid model of operations in return also offers our External Independent Consultants additional services and products which they can offer to their own Clients. This makes our model a win-win solution for all parties and provides consulting and networking services, a la carte at a price point that makes sense for you.

Independent Advisors

Our International
Network of Advisors
and Experts

Wealth Management Consultants offer access to our elite group of world-class Advisors which include internal and outside experts. Our teams areas of specialties include: scientific and medical advisors, technologies and business experts.

Our knowledge specialty and business areas include public and private real estate, financial services and global markets. Some of our core areas of competency include: biotech, fintech, cloud and SaaS applications, big-data, blockchain and more.

"Come to rely on our knowledge base and professionalism to augment your organization with a true outside partner."
— USWMC ADVISORY GROUP
Biotech FinTech Cloud & SaaS Big Data Blockchain Real Estate Financial Services
Why USWMC

Why Choose USWMC

01

High-Touch Partnership

We are not a transactional firm. We cultivate long-term relationships, becoming a significant value-added outside resource working closely with founders, boards, and senior executives.

02

Best-of-Breed Methodology

Our corporate focus is to consistently provide best-in-class services, uniquely tailored to each client company and its specific needs — never a one-size-fits-all approach.

03

Selective Engagement

We are typically engaged just when the client needs us most. We work with a select group of private and public growth companies across a broad cross-section of sectors globally.

WM-FinTech

Wealth Management
Financial Technology

Wealth Management Financial Technology or WM-FinTech Services is the information technology division of Wealth Management Centers, LLC. This is our applied financial services technology group.

Along with our Partners at Infoblazer.com, we build and provide financial services organizations with unique tools, applications, platforms, and streaming data services with a financial focus.

Our typical customer base includes hedge funds, registered investment advisor companies (RIA) and their independent advisors, broker-dealers, private fund families, and family offices.

Current Offerings

Customized Data Feed Products

Tailored data streaming solutions built for the specific needs of financial services organizations.

Subscription Market Services

Ongoing market data and analytics services delivered on a subscription basis.

AI & Genetic Programming Models

Modeling products leveraging artificial intelligence and genetic programming for financial analysis.

Get in Touch

Leave Us a
Brief Message

Schedule your confidential, no obligation call or request an email.

NEW YORK  (Primary)

Astor Trust Company Building
501 5th Avenue, 15th Floor
New York, NY 10017
(212) 869-8220
Mon – Fri  9:00 – 5:00

FLORIDA

(941) 894-0155
Mon – Fri  9:00 – 5:00

This form does not constitute legal, financial, or investment advice. No client relationship is formed by submission.
DISCLOSURES & TERMS

Welcome to our website.

Wealth Management Centers, LLC is a general corporate consultant platform company and the operator of this website (the "Website"). The following disclosures and terms, including the referenced Website's Terms of Service, apply to Your use of the Website and to Wealth Management Centers, LLC, its officers, personnel, independently associated persons, and representatives of the company, together herein referred to (the "Consultant", the "Company", the "Firm", "We", "Us", or "Our").

NOT A REGULATED FINANCIAL SERVICES FIRM

We are not a bank, broker-dealer, investment advisor, public accountant, or attorneys at law and as such, we do not offer investment, financial, tax, or legal advice or services. We are not a securities-related firm and do not promote investments or solicit investors, engage in any negotiations regarding potential investments, participate in the sale or purchase of any securities, or otherwise affect any transactions in securities or financial instruments. This prohibition also applies to any securities issued by our clients or offered by companies with common personnel or affiliated persons, or in which related or affiliated persons may have an outside involvement in securities-related business of any kind.

INFORMATIONAL PURPOSES ONLY

References to any securities offerings on this website or materials provided by the Consultant, either direct or implied are for informational purposes only and are not an endorsement, solicitation, or offer by the Company. No information on this Website constitutes an offer by Wealth Management Centers, LLC to provide investment advice or securities offerings of any type. While certain company personnel may offer securities-related services in their separate, outside business capacities, these activities are unrelated to any services the Company provides.

We do not promote investments, solicit investors, engage in any negotiations regarding potential investments, participate in the sale or purchase of securities, otherwise affect transactions in securities or any financial instrument, or earn any commission for any security transaction. The Company does not advise on the merits of any securities offerings nor negotiate the terms of a potential investment on behalf of any investors or any User of this Website. These prohibitions also extend to securities issued by clients of the Firm, by any company with commonly affiliated persons, or in which related or commonly affiliated persons may have an involvement in securities-related business of any kind.

INVESTOR RESPONSIBILITY

Any security transaction conducted by any Investor/User of this Website, including securities which may be listed or discussed by this Website, by any of its officers, representatives of the Company, including when they are acting in a separate, outside capacity, or that are issued by any client of the Company is never an endorsement or a promotion, or being offered or solicited by the Firm in any way and would be at the Investor/User's sole discretion without any involvement by the Consultant. Any investment conducted between any issuer of a security and any investor/User of this Website would be at the User's sole discretion without any involvement by the Consultant. This Website is solely intended to reflect the business activities of the Company which is for general (non-security-related) corporate consulting services and for use by consulting clients, prospective clients, and "Qualified Purchasers", or "Accredited Investors" or higher, interested in general corporate consulting service-related matters.

SOURCE MATERIALS & ACCURACY

Certain information on this Website or which may be provided directly by the Company in its capacity as a corporate consultant that may be related to any securities, financial instruments, or financial transactions will have strictly been prepared, approved, and authorized by the sponsors or issuers of those instruments. As such, information related to securities or to their potential for investment is the sole responsibility of the sponsors or issuers, who are responsible for the accuracy of all such materials and statements. All information on this Website or offered directly by the Consultant is only offered on an "As Is" basis and we have no obligation to maintain or update it. In the event of any discrepancy between the information displayed anywhere on this Website or provided by Wealth Management Centers, LLC directly, the source materials that can be obtained directly from the sponsor or issuer, supersedes all information presented on this Website or by the Company.

INVESTMENT RISK

Investors, including Users of this Website, should always conduct thorough due diligence and complete their own independent research, including referring to official materials obtained directly from an issuer or sponsor, and should seek the assistance of independent, qualified financial, tax, and legal advisors anytime when making a financial decision. Investing always involves substantial risks and there is always a potential for the loss of part or ALL of the investment capital, including the principal.

ACCEPTANCE OF TERMS

By using our Website, you acknowledge that you have received, read, understood, and agree to these terms and disclosures. You accept these terms and disclosures and hereby agree to indemnify Us and hold the Company harmless to the fullest and maximum extent allowable by law. You further acknowledge that You will also review all of our Website's Terms of Service, including Terms of Use which may change from time to time without notice, and You accept that it is your responsibility to review these Terms and disclosures to remain current. By accessing this site, any pages thereof, including any links to outside websites and materials, You agree to be bound by these Terms of Services and Terms of Use, and accept these disclosures and terms.