Prime Capital Financial is deepening its suite of services for clients by acquiring Hartman Wanzor McNamara, a Texas-based tax advisory firm, and launching Prime Capital Tax Advisory.
The move is the latest step in the Overland Park, Kansas-based RIA’s ongoing effort to build a comprehensive platform that addresses a wide range of client needs, from investment management to tax planning.
The partnership brings more than 30 tax professionals from Hartman Wanzor McNamara into Prime Capital Financial, expanding the firm’s capabilities in tax planning, compliance, accounting, and business advisory.
“For the past five years, we’ve continued to add services that bring value and simplify our clients’ financial lives,” Glenn Spencer, chief executive officer of Prime Capital Financial, said in a statement on Tuesday.
He added that the firm “knew the right tax partner was essential to fulfilling [its] vision” and found alignment with Hartman Wanzor McNamara, which he described as “laser focused on the advice side of their business.”
The integration of Hartman Wanzor McNamara is designed to enhance coordination across financial planning, investment management, insurance, trust and estate planning, retirement plan advisory, lending solutions, and family office services.
The firm’s leadership team, including Nick Wanzor and Frank Hartman, will join Prime Capital Tax Advisory as partners, with Josh McNamara stepping in as managing partner. Additional partners Summar Schiller and Spencer Gregg are also joining the new division.
“Tax impacts nearly every financial decision,” said McNamara. “By directly integrating our knowledge into an already strong platform, we’re enhancing coordination and driving better long-term outcomes for clients.”
Wanzor noted that the integration marks a significant step for the firm, giving clients access to expanded resources while maintaining the personal attention and service they expect. “I’m confident the collaboration will bring meaningful opportunities for our clients and team,” he said.
Prime Capital Financial serves more than 20,000 families nationwide and oversees approximately $30 billion in assets. The firm has been steadily expanding its offerings, including last year’s hiring of retirement industry veteran Jania Stout to lead its retirement consulting division.
In February, the firm announced its first expansion into the Atlanta metro area with a deal to acquire Sugarloaf Wealth Management, which added nearly $1 billion in AUM.
The following month, it announced the acquisition of Austin, Texas-based SineCera Capital – which offers alternative investment, estate planning, bill payment and other services – to launch its family office services for ultra-high-net-worth clients.
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