Own your equity. Maximize your value.

You built the practice. You deserve its equity. We can help you realize it.

“Freedom is the highest expression of human potential. Independent business ownership is the natural destination of exceptional Financial Advisors.”

Chris Davitt

founder & ceo

“There is no doubt that it is around the family and the home that all the greatest virtues, the most dominating virtues of human society, are created, strengthened, and maintained.”

Winston Churchill

Former U.K. Prime Minister

“Friendship improves happiness and abates misery, by the doubling of our joy and the dividing of our grief.”

Cicero

Roman stateman & philosopher

“The people who tend to their faith in ordinary seasons do not come undone in extraordinary ones.”

Eric Church

Award-winning singer & songwriter

“Happiness cannot be pursued; it must ensue…as the unintended side effect of one’s dedication to a cause greater than oneself.”

Viktor E. Frankl

Psychologist & Holocaust survivor

PROXIMA Wealth Partners

Purposeful Mission, Distinctive Virtues

At Proxima Wealth Partners, our mission is to liberate Financial Advisors to further their purpose — so they can help CLIENTS live theirs.

Proxima Wealth Partners

Our Platform

Capital Strategies

Whether the focus is on monetizing their equity, strategic M&A, organic new asset growth, or developing a thoughtful succession plan, Proxima can deliver the strategic guidance, long-term institutional capital, and execution support to help our Advisors get there.

Wealth Ecosystem

Proxima’s modernized, integrated wealth ecosystem enables Advisors to serve every facet of their CLIENTS’ financial lives and deliver a first-class wealth experience. We offer an open architecture of investment and asset management products with end-to-end solutions across both public and private markets.

Technology Suite

Our technology suite gives Advisors the horsepower and sophistication of the largest institutions, yet the agility and speed of the best boutiques—all while delivering a first-class, digitally driven, and CLIENT-centric service experience. Our Advisors spend less time managing the complexities of technology—and more time on their CLIENTS.

Business Consulting

Our business consulting offering helps independent Advisors build enduring, high-performing enterprises—not just successful books of business. We bring a structured, data-informed approach to practice management so Advisors can grow with purpose, lead with conviction, and build businesses that stand the test of time.

Back & Middle Office

Our middle- and back-office infrastructure helps absorb the complexity of running a wealth management business, so Advisors can reallocate their time, capital, and attention toward the work that defines their practice: serving CLIENTS, building enduring relationships, and growing a business of lasting value.

Transition Support

Proxima’s experienced transition team provides end-to-end guidance—from pre-transition strategy, legal readiness, and technology deployment to CLIENT communication, repapering, and post-launch optimization—so Advisors can navigate the full complexity of their move with confidence and arrive fully ready to serve their CLIENTS.

Full Services