about us

Wedmont Private Capital

We are fiduciary advisors on a mission to change the way HNW investors receive and pay for sophisticated financial advice.

We are fiduciary advisors on a mission to change the way HNW investors receive and pay for sophisticated financial advice.

The Wedmont Difference

High-net-worth families face a litany of complicated issues when it comes to managing their finances. The impact of even minor mistakes can have significant and irreversible financial implications.

But the current model for delivering advice is often incapable of providing the quality of advice that successful families deserve. Too often, successful investors and families are forced to pay exorbitant fees for bad advice, tax-inefficient investment portfolios, and a terrible client experience rife with conflicts.

We believe the industry is in need of a transformative model, one where high-net-worth investors receive the quality advice they deserve for a fair and transparent fee.

This is Wedmont. This is private wealth management built for the future.

Our Story

Key milestones in our journey

Click on the milestone name to read more.

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Wedmont Launches
Client Assets Under Management: $0

Former Credit Suisse colleagues, Dominic Corabi and James Pelletier, publicly launch Wedmont Private Capital with the goal of changing the way successful families receive and pay for comprehensive financial advice.

1
Investor & Industry Attention
Client Assets Under Management: $501,328,174

Wedmont’s unique model resonates with successful investors and garners attention from the Wall Street Journal (“Say Goodbye to the 1% Investment Advisor Fee?” and “The Pros and Cons of Direct Indexing”)

2
Growth & Recognition
Client Assets Under Management: $984,071,160

Wedmont’s team continues to grow with the addition of new, highly-credentialed advisors. Dominic Corabi named to Investment News’ “40 Under 40.” James Pelletier wins “Rising Star of the Year” award from WealthManagement.com

View award disclosures

3
Surpassing $1 Billion Dollars in AUM
Client Assets Under Management: $1,577,291,043

Wedmont surpasses $1B in AUM less than three years from its inception, becoming one of the fastest growing wealth managers in the country.

4
Commitment to Clients & Continued Recognition
Client Assets Under Management: $2,370,836,249

Wedmont remains steadfast in our commitment to providing comprehensive advice and service to clients. Wedmont is named a finalist for “RIA of the Year” by Institutional Investor and is ranked No. 316 on the 2024 Inc. 5000 list of the fastest-growing private companies in America.

View award disclosures

5
1 Wedmont Launches

Client Assets Under Management: $0

Former Credit Suisse colleagues, Dominic Corabi and James Pelletier, publicly launch Wedmont Private Capital with the goal of changing the way successful families receive and pay for comprehensive financial advice.

2 Investor & Industry Attention

Client Assets Under Management: $501,328,174

Wedmont’s unique model resonates with successful investors and garners attention from the Wall Street Journal (“Say Goodbye to the 1% Investment Advisor Fee?” and “The Pros and Cons of Direct Indexing”)

3 Growth & Recognition

Client Assets Under Management: $984,071,160

Wedmont’s team continues to grow with the addition of new, highly-credentialed advisors. Dominic Corabi named to Investment News’ “40 Under 40.” James Pelletier wins “Rising Star of the Year” award from WealthManagement.com

View award disclosures

4 Surpassing $1 Billion Dollars in AUM

Client Assets Under Management: $1,577,291,043

Wedmont surpasses $1B in AUM less than three years from its inception, becoming one of the fastest growing wealth managers in the country.

5 Commitment to Clients & Continued Recognition

Client Assets Under Management: $2,370,836,249

Wedmont remains steadfast in our commitment to providing comprehensive advice and service to clients. Wedmont is named a finalist for “RIA of the Year” by Institutional Investor and is ranked No. 316 on the 2024 Inc. 5000 list of the fastest-growing private companies in America.

View award disclosures

The Wedmont team

Our award winning and experienced team is dedicated to your success.

Dominic Corabi

Dominic Corabi

CO-FOUNDER

Dominic Corabi, CFP, is co-founder of Wedmont Private Capital.

Previously, he was Chief of Staff of the Financial Advisor Services division of Vanguard. Prior to that he served as an advisor to UHNW families at Credit Suisse.

Before his civilian career, Dominic served as an officer in the Marine Corps. He commanded a Scout Sniper platoon and deployed his unit twice, including a combat deployment to Al Anbar Province, Iraq. After his promotion to captain, Dominic led an officer recruiting station and was responsible for developing Marine officer candidates.

Dominic is a graduate of the United States Naval Academy and received his MBA from the Wharton School at the University of Pennsylvania.

James Pelletier

James Pelletier

CO-FOUNDER

James Pelletier is co-founder of Wedmont Private Capital.

Previously, he was Vice President and Private Wealth Advisor within the UHNW division of UBS. Prior to that he served as an advisor to UHNW families at Credit Suisse.

James is frequently sought after by the media for his insights into various aspects of wealth management, he has been featured and quoted in the Wall Street Journal, the Financial Times, MarketWatch, and others. A recognized leader in the wealth management industry, he has won awards from FORBES and WealthManagement.com.

James is a graduate of Bates College and received his MBA from the Carroll School of Management at Boston College.

Thomas Ginty

Thomas Ginty

MANAGING DIRECTOR | CFP

Thomas Ginty, CFP, is a Managing Director at Wedmont Private Capital.

Previously, he was a lead planner at Facet Wealth. Prior to that he was a Senior Financial Planning Consultant at Raymond James. Tom specializes in working with successful executives and entrepreneurs in their transition to post-work life.

Tom is a graduate of the Haub School of Business at St. Joseph’s University.

Tyler Miles

Tyler Miles

MANAGING DIRECTOR | CFP, CRPC

Tyler Miles, CFP, CRPC, is a Managing Director at Wedmont Private Capital.

With more than 15 years of industry experience, Tyler previously served as a wealth advisor at Keeney Financial Group. Prior to that he spent time at SFG, Merrill Lynch, and Alex.Brown. His areas of expertise include sophisticated retirement, tax, insurance, and estate planning.

Tyler received his BS from the University of Maryland.

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Alexandra Kroot

LEAD WEALTH PLANNER | CFP

Alexandra Kroot, CFP, is a lead wealth planner at Wedmont Private Capital.

Previously, she was a Senior Data Analyst on the Data Science team at Vanguard where she worked to bring actionable, data-driven insights to top performing financial advisors across the country.

Alexandra is a graduate of the University of Southern California.

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Daniel Holdridge

LEAD WEALTH PLANNER | CFP, MT

Daniel Holdridge, CFP, MT, is a Lead Wealth Planner at Wedmont Private Capital.

Prior to Wedmont, Daniel was a Financial Advisor at Savant Wealth Management.  Previously, he held similar roles at Wipfli Financial Advisors. Daniel specializes in supporting high net worth families with comprehensive advice across the topics of investments, estate planning, tax, wealth transfer, risk management, charitable giving, and retirement planning.

Daniel is a graduate of the University of Wisconsin-Madison and earned his Master of Taxation from Villanova University.

Emmett Stewart Headshot

Emmett Stewart

LEAD WEALTH PLANNER | CFP

Emmett Stewart, CFP, is a Lead Wealth Planner at Wedmont Private Capital.

Previously, Emmett served in senior wealth planning roles at Facet Wealth, Charles Schwab, and Fidelity. He has spent his career delivering actionable and tailored wealth plans that allow high net worth and ultra high net worth clients to execute on their most important financial objectives.

Emmett received his BA from Lafayette College.

Ryan Graham

Ryan Graham

LEAD WEALTH PLANNER | CFA, CFP

Ryan Graham, CFA, CFP, is a Lead Wealth Planner at Wedmont Private Capital.

Ryan previously served as a Managing Advisor and Head of Client Advisor Development at Altfest Personal Wealth Management. Prior to that, he worked at PwC as a risk consultant. Ryan specializes in delivering actionable advice around charitable giving, tax, estate and retirement planning that aligns with the financial goals of his high net worth clients.

Ryan holds bachelor's degrees in accounting and finance from the University of Arizona.

Jaclyn Wright

Jaclyn Wright

DIRECTOR OF CLIENT SERVICES

Jaclyn Wright is the Director of Client Services at Wedmont Private Capital.

Previously, she was the Lead Client Service Officer of the Bank of New York Mellon Family Office. Prior to that she was a Client Services Associate at UBS.

Jaclyn is a graduate of Penn State University.

Jennifer Kessler

Jennifer Kessler | FPQP

CLIENT SERVICE ASSOCIATE

Jennifer Kessler is a Client Services Associate at Wedmont Private Capital.

Prior to Wedmont, Jennifer was a Senior Client Services Associate and Team Lead at Savant Wealth Management.

She maintains her Financial Planner Qualified Professional designation and is a graduate of Drake University.

Drew Frank

Drew Frank

WEALTH PLANNING ASSOCIATE | CFP

Drew Frank, CFP, is a Wealth Planning Associate at Wedmont Private Capital.

Prior to Wedmont, Drew was an Associate Advisor at Diversified Asset Management.  In his role at Wedmont, Drew is involved in the design of customized wealth plans and asset allocations for clients.  

Drew is a graduate of the University of Colorado, where he received his BS in Finance and Accounting, and his Masters in Investment Management.

How we work with you

We are flat fee financial advisors that assess a fixed, flat, and fair fee that does not change based on your assets under management.

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Your terms

Our advisors work with you on your terms, on your schedule.

Responsive

Your dedicated advisor works with a limited number of families, so you get the attention you deserve.

Personal

You’re more than a number. We build real relationships with clients so we can act in your best interest.

Informative

Intuitive reporting and updates keep you in the know.

Dynamic

Our work is never done. We evolve with you as your world and circumstances change.

Modern

We rely on the latest technology to communicate and connect with our clients.

MILITARY MISSION

Our clients make a difference

Together with clients we are launching the careers of high-performing military veterans pursuing graduate degrees.

Through mentorship and career counseling we are opening the doors to careers in technology, private equity, consulting, and more.

MILITARY MISSION

Insights

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Schedule a confidential introductory discussion

Join us and experience the Wedmont difference

“Wedmont is truly an innovator in the delivery of financial advising services. We are confident we are getting the best unbiased advice and service in the market. And with their flat fee model, we are keeping more of our returns invested for further growth.”

Brian, Wedmont Client**

Massachusetts

"Wedmont has built me an excellent portfolio and my advisor has been incredibly patient with me. He has created multiple retirement simulations to really give me an idea of how and when I could retire. I highly recommend Wedmont without reservations."

Ramin, Wedmont Client**

Colorado

“My wife and I have been delighted with our decision to select Wedmont as our financial advisor. We are receiving Goldman level service at Vanguard pricing. The flat fee brought us to Wedmont, but the service keeps us there.”

Thomas, Wedmont Client**

Florida

“We were drawn to Wedmont by the extraordinary cost savings of their flat fee model; we've stayed because of the excellent personalized service. Their investment savvy has grown our nest egg while dramatically reducing our taxes on gains. Hiring Wedmont was a great decision that has us feeling calm and confident as we prepare for retirement and beyond.”

Katherine, Wedmont Client**

Massachusetts

“Our experience working with Wedmont has been fantastic. I’ve recommended Wedmont to so many of my friends and will continue to do so.”

Michael, Wedmont Client**

Virginia

“I spent a long time looking for financial advisors who provided comprehensive advice and planning, were accessible, were true fiduciaries, and didn’t charge fees based on the size of my portfolio. Wedmont met all my criteria, and the team have exceeded my expectations. I have full confidence in Wedmont and could not recommend them more highly.”

Elizabeth, Wedmont Client**

Pennsylvania

“My experience with Wedmont has been outstanding! My advisor is knowledgeable, professional, personable, and a good listener who understands my concerns and priorities. The advice has been thoughtful and balanced with both the short and long-term horizon in mind. I feel totally confident in my choice to use Wedmont.”

Philip, Wedmont Client**

New York

“We had self-managed for years, but frankly (and fortunately) our situation became too complex. After interviewing multiple advisors over a year, we ultimately chose Wedmont. They’ve offered a perfect blend of high touch service and investment guidance grounded in fact-based research, and do so for a fair and appropriate fee. We’re huge fans and deeply appreciative.”

Steven, Wedmont Client**

Florida

“The Wedmont team provides a great service. They are very knowledgeable and experienced in financial planning and investment management. I trust them whole heartedly. They give me peace of mind. I am so pleased with Wedmont that I continue to refer friends.”

Mark, Wedmont Client**

California

**This testimonial was provided by a current client. The client was not compensated, nor are there material conflicts of interest that would affect the given testimony. The testimony may not be representative of the experience of other current clients and does not provide a guarantee of future performance success or similar services.