Invent® Elite Wealth Management Consulting Experts

A team of prominent business and marketing strategists combined with technology experts who have spent decades disrupting wealth management with new ideas, methodologies and messaging development.

Engage Elite

A Cohesive Team
Elite acts as one cohesive team that becomes an extension of your internal resources, solving business challenges and helping you get to market with your new technology solution through product development, strategy, marketing, branding, public relations and marketing services.
Expert Insights
By partnering with Invent® Elite’s subject matter experts, your firm can take advantage of our brainpower, industry connections and customized approach to drive business success.
Insider Knowledge
Invent® Elite inspires and activates on creative solutions that impact your bottom line. Steeped in the nuances of the wealth management industry, ELITE brings an unprecedented level of expertise, experience and knowledge. Tap into our experts today.

Invent® Elite Consultants

Timothy Welsh
Nexus Strategy
Marketing strategy, content development and public relations advice, guidance and implementation from industry veteran, Timothy Welsh, CFP®. With over 25 years experience in the wealth management industry, Nexus Strategy is uniquely positioned to provide end-to-end advice, consulting and guidance.
Suzanne Siracuse
Suzanne Siracuse Consulting Services
Business strategy, advocacy initiatives and marketing and branding support from the former Publisher and CEO of InvestmentNews. With over 20 years experience in Financial services, Suzanne will be focusing on, for Invent® Elite, helping firms and advisers serve even more clients by effectively leveraging the latest technology to provide the scale they need to grow and improve the client experience.
Gavin Spitzner
Wealth Consulting Partners
Gavin Spitzner brings over 25 years of experience working at the intersection of wealth management business strategy and technology to help organizations design and deploy solutions that drive profitable revenue growth.
Mark Hollingsworth
Mark Hollingsworth – is a passionate and innovative executive who brings over 30 years of experience in financial services. Having worn many hats, Mark is focused on helping advisory firms adopt cutting edge technology and helping technology vendors go-to-market with rapid and large-scale adoption.
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