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Wealth Partners Capital Group ("WPCG") serves as an investor in and partner to six nationally recognized RIAs: EP Wealth Advisors, MAI Capital Management, Merit Financial Advisors, Apella Capital, Waverly Advisors and True North Advisors. WPCGs mission, in partnership with these RIAs, is to identify, value, negotiate with and acquire smaller wealth advisory practices, and merge them into its partner firms. As of June 30, 2024, WPCG has executed 118 M&A transactions on behalf of its partner firms, representing over $43 billion in acquired AUA.
Provident Bank provides personal, commercial, retail, and mortgage banking services.
Citizens South Bank is the oldest continuously existing financial institution chartered in Gaston County.
Clearfield Bank and Trust Company is a locally owned, independent, community bank that has continuously served the financial needs of the residents, businesses and organizations of Clearfield and neighboring counties since 1902. Our Bank is dedicated
Clean Fund is a national leader in commercial PACE financing. The Company`s direct financing program provides up to 30-year, nonrecourse financing for major renovations involving solar, water, and energy efficiency projects. Clean Fund`s capital is deployed through a variety of PACE programs across the country, offering commercial property owners an accelerated path to lower utility costs and immediate environmental impact.