Waterloo Capital Invests in Bay Rivers Group Wealth Partners
Waterloo Capital has announced an investment in and partnership with Bay Rivers Group Wealth Partners. Effective September 15, 2026, the Williamsburg-based advisory firm will operate as 'Bay Rivers Group Wealth Partners, Powered by Waterloo,' while its advisors become representatives of Waterloo Capital. This collaboration allows Bay Rivers clients to access institutional asset management, private markets strategies, advanced planning tools, and integrated tax services through Waterloo's platform. The partnership combines a long-standing Southeast wealth management practice with Waterloo’s national RIA infrastructure. The leadership team at Bay Rivers Group will remain unchanged, continuing client service from the same office under their established brand name. Advisors now gain access to Waterloo Capital's broader resources while maintaining local presence and relationships. For Waterloo Capital, this move supports its growth strategy through strategic partnerships and specialized services expansion.
