Everyone dreams of a prosperous financial future.
Whether it’s the freedom to travel the world, purchase a home, or simply the ability to leave money behind, working with a trusted financial advisor can help ensure that those dreams are made into a reality.
The advisor and client relationship is the key to prosperity.
We understand that the advisor and client are on a lifetime path together, and that the solutions needed evolve over time.
WealthCentral provides advisors with tools that are specific to both their needs and their clients’ needs.
From the early engagement and prospecting phase, to detailed financial goal and spending milestones, to product recommendations, and secure communications and document storage, our portfolio of products empower advisors to guide clients on their financial journey.
The Numbers
$13B+
Assets Managed on Platform
253K+
Financial Plans Generated
121K+
Client Portfolios
3,170+
Active Advisors
Our Team

Paul Magis
CEO

Ryan Fickel
CTO and CSO

Bill Assaad
CFO

Bryan Lee
Vice President of Operations

David Kelly
Vice President of Brand and Marketing

Jay Dodder
Vice President of Sales

Ravini Misersky
Director of Client Relationships

Rajesh Gurusamy
Director of Development and Quality Assurance

Upendra Prakash
Director of Architecture and Client Solutions
Our Board

Evan Russo
Chairman

Peter Corsell
Vice Chairman

Dan Levine
Board Member

Matthew Ruesch
Board Member

Hayes Nuss
Board Member
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