Advisor Leaves Wirehouse for Independence and Client-Centric Support
CHARLOTTE, N.C. – June 18, 2024 – Independent Advisor Alliance (IAA) today announced that MetCap Wealth Management has joined its network of partner firms. Headquartered in South Portland, Maine, this partnership marks an expansion for IAA, as it extends its footprint to 27 states.
Founder Peter Metcalf, CFP®, CRPC®, brings over 15 years of industry expertise to MetCap Wealth Management, including tenure at Morgan Stanley as Vice President, Alternative Investments Director, and Financial Advisor. His vision for personalized, comprehensive financial planning, untethered by the constraints of large corporate mandates, underscores the ethos of MetCap Wealth Management.
Drawing from his experience as a professional hockey player, Peter also emphasizes the importance of effective leadership in achieving goals. This team-centric philosophy anchors his firm’s approach to wealth management, ensuring tailored solutions by a team of industry experts for each client’s unique needs.
“Wayne Gretzky’s timeless advice, ‘skate to where the puck is going,’ aligns with my approach to serving clients because it reflects my desire to anticipate their needs rather than simply reacting to the present moment. For my clients, this means seeking a more personalized experience that is not limited in the scope of advice provided,” said Metcalf. “By partnering with IAA, I can provide the same, if not higher, level of service as a larger firm, all while maintaining a boutique approach that prioritizes the individual client above all else.”
Robert Russo, Founder and CEO of IAA, echoed this sentiment, stating, “IAA is proud to offer a platform tailored to meet the needs of advisors seeking increased autonomy and adaptability in running their practices. Our dedication to advisors means we continually invest in resources and technology that support independent advisors to meet the ever-changing demands of their clients and our industry. We’re excited to partner with Peter and the entire team at MetCap Wealth Management to support them in their success.”
To learn more about MetCap Wealth Management, visit https://metcap.me/.
About IAA
Founded in 2013 in Charlotte, NC, Independent Advisor Alliance (IAA) is a leading hybrid firm strategically focused on empowering financial advisors to succeed as independent business owners by providing services that align with each advisor’s unique needs and challenges. IAA supports its partner firms with customized support services, resources, and programs designed to optimize efficiencies, reduce expenses, retain and attract clients, assist with succession planning, boost revenue, and more. www.independentadvisoralliance.com.
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