Prime Capital Financial Expands Wealth Platform with Launch of Tax Advisory Service 

Prime Capital Financial has launched Prime Capital Tax Advisory, marking a major step in its multi-year strategy to build a comprehensive, fully integrated wealth management platform. The new division was created through a strategic partnership with Hartman Wanzor McNamara LLP (HWM), a Texas-based tax advisory firm known for its expertise in tax planning, compliance, and business advisory services. 

This latest move follows the introduction of Prime Capital Family Office earlier in the year, expanding the firm’s service offering to include family office capabilities. With the addition of tax advisory and compliance, Prime Capital now offers clients a complete suite of services—including financial planning, investment management, insurance, trust and estate planning, retirement plan advisory, lending solutions, and family office services—under one cohesive platform. 

“We knew the right tax partner was essential to fulfilling our vision, and we found that alignment with HWM; they are laser-focused on the advice side of their business, consulting with clients on strategies to optimize their tax situation,” said Glenn Spencer, CEO of Prime Capital Financial. 

HWM brings a team of more than 30 professionals to the partnership, combining decades of experience across tax planning, compliance, accounting, and strategic business advisory. As part of the integration, Nick Wanzor and Frank Hartman will join Prime Capital Tax Advisory as partners, while Josh McNamara will serve as Managing Partner. In addition, Summar Schiller and Spencer Gregg will also join as partners in the new division.