As of July 7, 2023, Transparent Wealth Partners, LLC is now a part of MAI Capital Management.
If you are a Transparent Wealth Partners client, you can now reach your advisor team at:
You can call our general office phone at 501-537-1111, and you will have continued access to the Fidelity portal.
As a result of our new partnership, Transparent Wealth Partners clients will now have access to:
A note from Rick Buoncore, Managing Partner of MAI Capital Management:
“We are pleased to welcome David Meador and Transparent Wealth Partners to the MAI family. Their commitment to clients makes them a perfect fit for our firm. As MAI continues to expand nationally, adding new and experienced members to the team, we will continue our practice empowering our clients to simplify, protect, and grow their wealth.”