Prime Capital Financial announced it has partnered with Sugarloaf Wealth Management, a full-service firm based in Duluth, Georgia, with another office in Athens. And the partnership marks Prime Capital Financial’s first expansion into the Atlanta metro area, enhancing its capabilities with nearly $1 billion in assets under management/advisement (AUM/A) and a team of 13 professionals, including eight CFP Professionals, two MBAs, a CPA, a CIMA, and an AIF.
Since its founding in 1989, Sugarloaf has built a strong reputation for delivering a wide range of services, including financial planning, investment management, risk management, retirement and tax strategies, insurance planning, and charitable giving. The firm also stands out with specialized services for college and professional athletes and coaches.
Sugarloaf will utilize into Prime Capital Financial’s platform and wealth of expertise to support the client experience and individualized service that have defined its success.
This partnership comes as Prime Capital Financial expands into key markets by aligning with high-quality firms prioritizing client success. And Sugarloaf will strengthen Prime Capital Financial’s presence in the Southeast and reinforce its position as a leading provider of full-spectrum financial planning solutions across the US. The deal expects to close in early March and was advised by Houlihan Lokey.
KEY QUOTES:
“Prime Capital Financial actively seeks firms that share our dedication to providing tailored financial solutions and exceptional service. Sugarloaf’s rich history and specialized expertise make them an ideal partner. Together, we’re well-positioned to broaden our support to individuals and families across the Southeast region.”
– Glenn Spencer, chief executive officer at Prime Capital Financial
“Becoming part of Prime Capital Financial allows us to build on the foundation we’ve spent decades creating while gaining access to enhanced resources and support. This collaboration positions us to offer even greater benefits to those we serve while remaining true to the principles that define Sugarloaf.”
– Jason Connolly at Sugarloaf Wealth Management
