Financial Services

Wealth Management

Whether institutions are in private banking, wealth, asset management, or a family office, they need to be at the top of their game to satisfy the expectations of a sophisticated client base. We work closely with companies across the sector on a wide range of strategic and operational enhancements, to insure you're positioned to provide the highest quality asset management, investment advice and financial planning services, so your clients meet their financial goals.

Explore Our Institutional Wealth Management* Platform

Banking

Trusted Advice In A Rapidly Evolving Industry

The way people and companies do their banking is evolving rapidly. Banks, fintechs, and investment firms use our insights and network on various topics as they affect the future of banking.

Our consulting teams come equipped with experience in corporate finance, mergers and acquisitions, information technology, organizational efficiency, and many other facets of the industry.

*Available through Douglas Bagwell & Co., LLC ("DB Advisors"), an investment adviser registered with the States of Missouri and Nebraska. Any reference to the advisory services refers to Douglas Bagwell & Co., LLC. Registration does not imply a certain level of skill or training nor does it imply endorsement by the SEC or any State Securities Division. Past performance is not a guarantee of future return, nor is it necessarily indicative of future performance. Keep in mind investing involves risk.