Acquisition History Recent ownership changes indicate a consolidating retirement advisory space and potential cross-sell opportunities with MAI Capital Management and Merit Financial Advisors. Engage to understand integration status, client base transfer, and opportunities to offer wealth management and retirement plan services to newly combined book.

Retirement Focus Specialized retirement plan consulting is core to their offering. Position supplementary retirement solutions, fiduciary services, and target-date or defined contribution enhancements to expand plan value for corporate clients.

Small Team, Niche Reach With a lean team, WPBG may benefit from scalable outsourcing, digital client onboarding, and targeted outbound campaigns to mid-market firms seeking outsourced retirement and wealth strategies, increasing win rates with clear value propositions.

Financial Services Synergy Securities and advisory alignment with Principal entities suggests potential for co-branded or partner offerings. Explore partnerships around advisory custody, risk management, and insurance products to broaden client solutions.

Geographic & Market Position Based in Jacksonville with expansion through MAI acquisitions, there is opportunity to tailor location-focused outreach, leverage regional business networks, and pursue mid-sized employers in Florida seeking retirement optimization and wealth growth services.