Prime Capital Financial Aligns with Sugarloaf Wealth Management

Partnership with $1B Georgia firm signals expansion into the Southeast

OVERLAND PARK, Kan.--(BUSINESS WIRE)--Prime Capital Financial has partnered with Sugarloaf Wealth Management (Sugarloaf), a full-service firm headquartered in Duluth, Georgia, with another office in Athens. The partnership marks Prime Capital Financial’s first expansion into the Atlanta metro area, further enhancing its capabilities with nearly $1 billion in assets under management/advisement (AUM/A) and a talented 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 service to college and professional athletes and coaches.

“Prime Capital Financial actively seeks firms that share our dedication to providing tailored financial solutions and exceptional service,” said Glenn Spencer, chief executive officer at Prime Capital Financial. “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.”

Sugarloaf, in turn, will tap into Prime Capital Financial’s platform and wealth of expertise to support the client experience and individualized service that have defined its success.

“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,” said Jason Connolly at Sugarloaf Wealth Management. “This collaboration positions us to offer even greater benefits to those we serve while remaining true to the principles that define Sugarloaf.”

This latest partnership comes as Prime Capital Financial expands into key markets by aligning with high-quality firms that prioritize client success. 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 United States. The transaction expects to close in early March and was advised by Houlihan Lokey.

To learn more about Sugarloaf Wealth Management please visit: swmllc.com

To learn more about Prime Capital Financial please visit: primefinancial.com

About Prime Capital Financial

Prime Capital Financial (formerly Prime Capital Investment Advisors) provides a client-centric team approach to full-service financial planning, including fee-based asset management and wealth management through its Prime Capital Wealth services. Through its Prime Capital Retirement services, the firm also provides retirement plan advisory services, as well as plan participant education. Prime Capital Financial currently has 70 locations throughout the United States, with investment advisor representatives serving clients across the nation. Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite 150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. For more information, visit www.primefinancial.com.

About Sugarloaf Wealth Management

Sugarloaf Wealth Management, headquartered in metro-Atlanta, was founded as an independent advisory firm that provides investment management and financial planning services using a highly collaborative and innovative approach. Sugarloaf, who boasts a rich 35-year history, has been a trusted partner to steward the financial legacy of their clients, including high-net-worth individuals, professional athletes/coaches, and families.