Prime Capital Financial Continues to Build Full-Service RIA Platform

Partnership with Hartman Wanzor McNamara LLP adds tax advisory services, delivering on RIA's vision for building a platform with end-to-end client solutions

OVERLAND PARK, Kan.--(BUSINESS WIRE)--Prime Capital Financial announced the launch of Prime Capital Tax Advisory through a strategic partnership with Hartman Wanzor McNamara LLP (HWM), a premier Texas-based tax advisory firm. This milestone is a continuation of a multi-year plan to build a complete wealth management platform to support clients at every stage of their financial lives.

Beginning in 2020, Prime Capital Financial has pursued a focused expansion strategy, aligning with partners who strengthen and complement its services. Earlier this year, the firm added family office capabilities with the launch of Prime Capital Family Office, another key piece to the overall vision. With the acquisition of tax advisory and compliance services, Prime Capital Financial brings together financial planning, investment management, insurance, trust & estate planning, retirement plan advisory, lending solutions, and family office services under one integrated platform.

"For the past five years, we've continued to add services that bring value and simplify our clients financial lives," said Glenn Spencer, chief executive officer of Prime Capital Financial. "We knew the right tax partner was essential to fulfilling our vision, and we found that alignment with HWM; they are laser focused on the advice side of their business, consulting with clients on strategies to optimize their tax situation. It is clear that clients want more solutions from a single trusted advisor and we will continually build our services now and in the future to meet these needs.”

With more than 30 professionals, HWM brings experience in tax planning, compliance, accounting, and business advisory. The team has worked hard to build a reputation for simplifying complexity and supporting the long-term success of its clients. Nick Wanzor, CPA, and Frank Hartman, CPA, will join Prime Capital Tax Advisory as partners and Josh McNamara, CPA, will join Prime Capital Tax Advisory as managing partner.

“Tax impacts nearly every financial decision,” said McNamara. “By directly integrating our knowledge into an already strong platform, we’re enhancing coordination and driving better long-term outcomes for clients.”

Wanzor expressed his excitement about the firm's next chapter: "Our integration with Prime Capital Financial marks an important step forward for our firm. The move gives our clients access to expanded resources, while preserving the personal attention and high-quality service they expect from us. I'm confident the collaboration will bring meaningful opportunities for our clients and team."

"We’ve taken great care to build an ecosystem of services that leads to an exceptional client experience. Our clients succeed when we push our platform ahead of the curve to meet their needs at every stage of life and for generations to come," Spencer added.

In addition to Hartman, Wanzor and McNamara, Summar Schiller, CPA and Spencer Gregg, CPA, are joining Prime Capital Tax Advisory as partners.

Today, Prime Capital Financial serves more than 20,000 families nationwide as a top-tier planning and investment advisory firm, now with a complete breadth of services to help clients protect and grow their wealth.

To learn more about Prime Capital Tax Advisory, please visit: primefinancial.com

To learn more about Hartman Wanzor McNamara LLP, please visit: www.hwmllp.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 | Family Office | Tax Advisory. For more information, visit www.primefinancial.com.

About Hartman Wanzor McNamara LLP

Hartman Wanzor McNamara LLP (HWM) provides a complete range of tax planning and preparation services alongside robust bookkeeping services. HWM has roughly 35 professionals, many of whom are CPAs with extensive experience and deep industry knowledge. For more information, please visit www.hwmllp.com.