WVL Group is a consultancy founded by Bill Van Law, a 30+ year veteran of the financial services industry. Vision, strategy and execution are hallmarks & commitments that are at the core of every consulting engagement. There are a myriad of challenges to building & operating a vibrant, profitable growth oriented wealth firm. While there are many former executives offering advice, few have a track record of demonstrated growth & success in a variety of roles that have led to dramatic & transformational change. Developing & leading teams to achieve strategic growth & change has been a focus during Bill’s entire career. As a C-level executive, he built world-class organizations, delivering innovative solutions and visionary leadership that served to integrate technology, marketing and process improvement, which led to transformational change, accelerated growth, and outstanding financial results. Continuing his dedication to the success of industry leaders & their firms, Bill is committed to helping companies within the financial services & fintech arenas refine business strategy, accelerate growth and build significant organizational capability. He partners with senior level executives to drive strategic change and business turnarounds for small, mid-sized and Fortune 500 financial companies. Succession planning is perhaps the most important issue facing founders of small & mid-sized wealth firms. The value of their firm is not only their largest asset, it’s also their life’s work. The lack of a well-crafted plan has created significant risk for many firms. The potential impact for the founder, their family, key employees, and clients could be life changing. Providing innovative solutions to these and other issues is a passion for Bill and the WVL Group. Our primary mission is partnering with founders to develop & implement business & succession plans that build on their legacy for the long-term benefit of clients, founders, and next gen leadership teams.