Waterloo Capital Invests in Peachtree Financial Group and Establishes Buckhead Office
Waterloo Capital has invested in and partnered with Peachtree Financial Group, an Atlanta-based wealth advisory practice led by Stuart Canzeri and David Hughes. Effective September 1, 2026, the partnership will see the firm operate under the Waterloo Capital brand as Waterloo Capital Atlanta. The new office is located at Buckhead Plaza and serves as a strategic hub for growth in the Southeast region. Canzeri has been appointed Managing Partner of Waterloo Capital Atlanta and will lead advisor recruitment efforts across the area. Hughes will focus on client relationships from the Buckhead location. Waterloo aims to expand aggressively by recruiting independent advisors who seek institutional support without relinquishing their client base, offering access to its 360 Critical Infrastructure platform. This move follows a recent investment in Bay Rivers Group Wealth Partners and marks Waterloo's tenth office nationwide, with Atlanta being its first Southeast hub.
Topics: advisor recruitment financial services expansion investment advisory