#15 - WCM Global Wealth LLC
Dec 17, 2018 10:21AM
By Kathleen Maris
Year Founded: 2011
Founder: Erik C. Weir
Headquarters location: Greenville
Number of other locations: 2
Number of employees (start): 3
Number of employees (present): 18
WCM Global Wealth, LLC is a diversified financial services firm operating as a Registered Investment Adviser, specialized in providing exclusive financial products and services to high net worth individuals and businesses. As a diversified financial services firm, WCM offers a combination of rigorous planning and unique investment opportunities, including wealth management, private investment vehicles, co-development services and planning advice.
What’s in store for your company?
Erik C. Weir (Principal and manager): WCM has always made a dedicated effort to hire first-class employees that can acquire and execute diverse, one-of-a-kind projects. We plan to continue this effort into 2018 and beyond since the primary focus of our business is to bring on knowledgeable, experienced teammates as we seek to provide clients with best-in-class service and direct access to professionals and their talents.
Additionally, we have a number of unique investment opportunities in both real estate and film on the horizon or already in progress for this year and leading into 2019.
What are your firm’s biggest challenges and how do you plan to overcome them?
A challenge I think many companies go through is being open to internal change. From experience, many executives get stuck in the same routine and find it difficult to create new and innovative protocols to solve issues related to internal communication or overall employee satisfaction. At WCM, we seek to provide a work environment that not only stimulates creativity but also reinforces our core values ensuring all of our employees feel valued and appreciated.
What trends and innovations do you see down the line for your industry?
The financial services industry continues to evolve through the introduction of new technology and communication tools. We view these advancements as an opportunity to enhance our client communications, but not as a replacement to our fundamental goal of developing personal relationships with each of our clients.
Strong investor demand continues for alternative asset classes, and this holds true from individual investors to large endowments, foundations and pensions.
What word of advice, if any, has shaped your career and who gave it or where did you read it?
“Opportunity is missed by most people because it is dressed in overalls and looks like work.” — Thomas Edison
What are you doing to make sure your company sticks around for the long haul?
Regardless of the economic environment we face, the sustainability of our business relies on our ability to serve clients through proactive advice and long-term investment opportunities that meet their needs and objectives. As we continue to focus on relationships, transparency, and results, the growth of our business will take care of itself.