Prime Capital Financial announced the launch of Prime Capital Tax Advisory through a strategic partnership with Hartman Wanzor McNamara LLP (HWM), a premier Texas-based tax advisory firm. This milestone is a continuation of a multi-year plan to build a complete wealth management platform to support clients at every stage of their financial lives.
Beginning in 2020, Prime Capital Financial has pursued a focused expansion strategy, aligning with partners who strengthen and complement its services. Earlier this year, the firm added family office capabilities with the launch of Prime Capital Family Office, another key piece to the overall vision. With the acquisition of tax advisory and compliance services, Prime Capital Financial brings together financial planning, investment management, insurance, trust & estate planning, retirement plan advisory, lending solutions, and family office services under one integrated platform.
“For the past five years, we’ve continued to add services that bring value and simplify our clients financial lives,” said Glenn Spencer, chief executive officer of Prime Capital Financial. “We knew the right tax partner was essential to fulfilling our vision, and we found that alignment with HWM; they are laser focused on the advice side of their business, consulting with clients on strategies to optimize their tax situation. It is clear that clients want more solutions from a single trusted advisor and we will continually build our services now and in the future to meet these needs.”
Want to read the full article? Check it out here.
