“We’re Not Aggregators. We’re Integrators.”

Our Approach:

You’ve Built a Firm Around Relationships. We Help You Scale It With Purpose.

At Boutique Wealth Solutions LLC, we specialize in creating, servicing, and growing boutique wealth management offerings tailored to distinct client needs. As the parent firm of University Wealth Advisors LLC, Ecclesia Capital Management LLC, and Canton Capital Advisors, we develop and support niche advisory brands that deliver highly personalized financial guidance. Whether serving university professionals, faith-driven investors, business owners, or other specialized markets, our firm provides the expertise, infrastructure, and strategic growth support needed to thrive. By blending deep industry knowledge with a commitment to client-centric innovation, we empower boutique wealth management firms to flourish while maintaining their unique identity and mission.

The Aggregator Model is Broken

Most M&A deals in wealth management look like this:

  • Buy the firm

  • Raise fees

  • Strip away service

  • Move on

That’s not succession — that’s extraction.

You deserve a partner who cares about what happens after the deal.

“Scaling advice isn't about creating a standardized one-size-fits-all model... it's about honing in on one type of clientele who each need customized answers to the same question.”
— Michael Kitces

We agree. That’s why…

We’re Not Aggregators. We’re Integrators.

At Boutique Wealth Solutions, we don’t just collect books of business.
We integrate great firms into a platform that:

  • Segments clients based on complexity

  • Designs planning experiences tailored to each segment

  • Elevates founders, clients, and teams — not erases them

Our ecosystem is built to scale personalized advice, not generic service.

Let’s Talk — Founder to Founder

Discover what it means to scale with an integrator — not disappear into an aggregator.

Your Life’s Work Deserves More Than a Roll-Up

If you sell to the wrong partner, you risk:

  • Alienating loyal clients

  • Losing your firm’s soul

  • Watching your legacy get diluted

But when you partner with an integrator, you:

  • Preserve the best of your brand

  • Expand your impact with infrastructure that fits

  • Deliver boutique service at scale

This is what smart succession — and thoughtful growth — really looks like.