Prime Capital Partners with Sugarloaf on Client Experience

Prime Capital Financial has partnered with Sugarloaf Wealth Management (Sugarloaf), a full-service firm headquartered in Duluth, Georgia, with another office in Athens.

The partnership marks Prime Capital Financial’s first expansion into the Atlanta metro area, further enhancing its capabilities with nearly $1 billion in assets under management/advisement and a talented team of 13 professionals, including eight CFP Professionals, two MBAs, a CPA, a CIMA, and an AIF.

“Prime Capital Financial actively seeks firms that share our dedication to providing tailored financial solutions and exceptional service,” said Glenn Spencer, chief executive officer at Prime Capital Financial. “Sugarloaf’s rich history and specialized expertise make them an ideal partner. Together, we’re well-positioned to broaden our support to individuals and families across the Southeast region.”

Sugarloaf, in turn, will tap into Prime Capital Financial’s platform to support the client experience.

“Becoming part of Prime Capital Financial allows us to build on the foundation we’ve spent decades creating while gaining access to enhanced resources and support,” said Jason Connolly at Sugarloaf. “This collaboration positions us to offer even greater benefits to those we serve while remaining true to the principles that define Sugarloaf.”