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MAI Capital Management acquires Atlanta-based Waypoint Wealth Counsel

PUBT·08/17/2026 14:25:12
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MAI Capital Management acquires Atlanta-based Waypoint Wealth Counsel
  • MAI Capital Management acquired Atlanta-based fee-only RIA Waypoint Wealth Counsel, expanding into the Atlanta wealth management market.
  • Waypoint manages about $490 million in assets under management, serving more than 100 households.
  • Transaction terms were not disclosed; the deal took effect Aug. 14, 2026.
  • Founders Brad McGrew and Matthew Woods will continue to lead the business as market leaders within MAI.


Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. MAI Capital Management LLC published the original content used to generate this news brief on August 17, 2026, and is solely responsible for the information contained therein.