Strategic Expansion Through Targeted Acquisition
Americana Partners, a Houston-based independent wealth management firm overseeing more than $12.1 billion in client assets, has taken another significant step in its growth trajectory by acquiring NRT Consulting, a specialized financial consulting and accounting firm known for its tailored, full-service approach. This acquisition reflects a deliberate and strategic effort by Americana Partners to broaden its capabilities and deepen its value proposition for high-net-worth individuals, families, and business owners seeking comprehensive financial oversight. By bringing NRT Consulting into its ecosystem, the firm is positioning itself to deliver an integrated experience that combines wealth management with sophisticated financial accounting and advisory services, ultimately creating a more holistic framework for managing complex financial lives.
Building a National Footprint Through Successive Deals
The acquisition of NRT Consulting represents the third major transaction completed by Americana Partners within a relatively short period, highlighting the firm’s commitment to disciplined expansion and strategic scaling. Earlier in March 2025, the firm completed its acquisition of Boulevard Family Wealth, a Beverly Hills-based wealth management firm known for its strong presence among ultra-high-net-worth clients. This was followed by another acquisition in October 2025, when Americana brought Nashville-based Goodpasture Gray into its fold. Together, these transactions demonstrate a clear pattern of geographic diversification and service enhancement, enabling Americana Partners to establish a more robust national footprint while maintaining a high-touch, client-centric approach. The addition of NRT Consulting builds on this momentum by introducing a new dimension of expertise that complements the firm’s existing investment and advisory services.
Expanding Service Capabilities Beyond Traditional Wealth Management
One of the most notable aspects of this acquisition is the expansion of Americana Partners’ service offerings into advanced financial accounting and consulting. With the integration of NRT Consulting, the firm can now provide clients with detailed insights into critical financial metrics such as revenues, income streams, net profits, and overall financial performance. In addition, clients will gain access to enhanced bill payment management and sophisticated cash flow forecasting tools, enabling them to make more informed financial decisions. These capabilities are particularly valuable for clients who own operating businesses or manage complex personal financial structures, as they allow for a more comprehensive understanding of both short-term financial health and long-term financial sustainability. By offering these services under one roof, Americana Partners aims to simplify financial management while improving transparency and control.
Creating a Unified Financial Picture for Clients
A key objective behind the acquisition is to help clients develop a more organized and complete financial picture. Many high-net-worth individuals and families face challenges in consolidating financial data across multiple accounts, entities, and investments. The integration of NRT Consulting’s expertise addresses this issue by providing a centralized framework for financial reporting and analysis. Clients will benefit from streamlined processes that bring together accounting, consulting, and investment management into a cohesive system. This unified approach not only enhances efficiency but also improves the accuracy and timeliness of financial information, allowing clients to better understand their financial position and make strategic decisions with confidence.
Leadership Perspective on Strategic Alignment
Americana Partners’ leadership has emphasized that the acquisition aligns closely with the firm’s long-term vision of building a premier family office services platform. Ron Thacker, President of Americana Partners, highlighted the importance of integrating NRT Consulting’s capabilities into the firm’s broader strategy. He noted that the addition of the NRT team strengthens the firm’s ability to deliver comprehensive financial solutions while remaining closely aligned with the long-term goals of clients and their businesses. This perspective underscores the firm’s commitment to evolving beyond traditional wealth management and embracing a more holistic approach that addresses the full spectrum of client needs.
Origins and Expertise of NRT Consulting
NRT Consulting was founded in 2018 by Chris Ginsbach, Leah Primera, and Katie Rossman, who set out to create a firm dedicated to delivering personalized financial consulting and accounting services. Since its inception, NRT Consulting has built a reputation for serving a diverse client base that includes family offices, large oil and gas producers, real estate funds, and emerging startups across various industries. The firm’s approach is centered on enabling clients to focus on their core competencies by taking on the complexities of financial management and reporting. This client-first philosophy has been a driving force behind NRT Consulting’s growth and success, making it a natural fit for integration into Americana Partners’ service model.
A Natural Fit Between Two Complementary Organizations
The alignment between Americana Partners and NRT Consulting is rooted in shared values and complementary capabilities. Both firms prioritize client relationships, customization, and long-term planning, making their integration a logical progression. Chris Ginsbach, President of NRT Consulting, described the merger as a natural fit that enhances the service offerings available to existing clients while creating opportunities for intentional growth. By joining forces with Americana Partners, NRT Consulting gains access to a broader platform and a larger client base, while Americana benefits from the specialized expertise and operational strengths that NRT brings to the table. This synergy is expected to drive continued growth and innovation within the combined organization.
Enhancing Client Outcomes Through Integration
Following the acquisition, NRT Consulting’s services will be incorporated into Americana Partners’ Family Office Services suite as a distinct offering. This integration allows clients to access accounting and consulting services independently of investment advisory services, providing greater flexibility and customization. Clients can choose the specific services that align with their individual needs and objectives, whether they require comprehensive financial oversight or targeted support in specific areas. This modular approach reflects Americana Partners’ commitment to delivering tailored solutions that adapt to the unique circumstances of each client.
Simplifying Complexity for Families and Business Owners
One of the central themes of this acquisition is the goal of simplifying financial complexity. High-net-worth families and business owners often deal with intricate financial structures that can be difficult to manage without specialized expertise. By integrating accounting and consulting services directly into its platform, Americana Partners aims to reduce this complexity and provide a more seamless client experience. Jason Fertitta, CEO of Americana Partners, emphasized that the firm’s mission has always been to make financial management more straightforward and accessible. The addition of NRT Consulting’s capabilities strengthens this mission by enabling the firm to address a broader range of client needs within a single, unified platform.
Strengthening Long-Term Value Creation
The acquisition is also expected to enhance the long-term value that Americana Partners delivers to its clients. By offering a comprehensive suite of services that includes wealth management, accounting, and consulting, the firm can provide more holistic advice and support. This integrated approach allows for better coordination across different aspects of a client’s financial life, leading to improved outcomes and more effective planning. Clients will benefit from a deeper understanding of their financial स्थिति and greater confidence in their ability to achieve their goals, whether those goals involve business growth, wealth preservation, or legacy planning.
Positioning for Future Growth and Innovation
As Americana Partners continues to expand its capabilities and geographic reach, the acquisition of NRT Consulting positions the firm for sustained growth and innovation. The addition of specialized expertise in financial consulting and accounting opens new opportunities for service development and client engagement. It also reinforces the firm’s competitive position within the wealth management industry, where demand for integrated, multi-disciplinary solutions is increasing. By staying ahead of these trends and continuously enhancing its offerings, Americana Partners is well-positioned to meet the evolving needs of its clients and maintain its trajectory of growth.
A Broader Vision for Family Office Services
The integration of NRT Consulting into Americana Partners’ platform reflects a broader vision of what family office services can and should be. Rather than focusing solely on investment management, the firm is embracing a more comprehensive model that encompasses all aspects of financial life. This includes not only managing assets but also providing insights, guidance, and support across accounting, consulting, and operational functions. By adopting this holistic approach, Americana Partners aims to deliver a higher level of service and create lasting value for its clients.
Advancing a Comprehensive Client-Centric Strategy
The acquisition of NRT Consulting marks a significant milestone in Americana Partners’ journey toward building a leading family office services platform. By combining investment expertise with advanced accounting and consulting capabilities, the firm is creating a more integrated and effective approach to wealth management. This strategic move not only enhances the firm’s service offerings but also strengthens its ability to meet the complex and evolving needs of its clients. As Americana Partners continues to grow and innovate, its commitment to delivering comprehensive, client-centric solutions remains at the core of its strategy, ensuring that it can provide meaningful support and value to families and businesses for years to come.
About Americana Partners
Founded in 2019 and headquartered in Houston, Americana Partners is an independent wealth advisory firm working with a select network of families and individuals to help them simplify the management of their wealth. The firm offers wealth advisory and family office services, including alternative and traditional investment solutions. Americana serves high-net-worth and ultra-high-net-worth clients across the United States, with a division serving ultra-high-net-worth Latin American clients.
The company will celebrate its seven-year anniversary in April, having grown rapidly since its launch in 2019 to now manage over $12.1* billion in assets as of January 31, 2026. Free from most of the constraints of corporate ownership, Americana is empowered to leverage support from Dynasty Financial Partners and other industry experts.
To learn more, visit www.americanapartners.com. Follow along on LinkedIn, Instagram, or Facebook.
RIA is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. This release is provided for informational purposes only and does not constitute investment advice or a recommendation. Past performance is not indicative of future results. Certain services referenced herein, including accounting and consulting services, are not investment advisory services and may be offered pursuant to separate agreements.
*Total Client Assets include both Regulatory Assets Under Management (RAUM), as reported in our Form ADV, and Assets Under Advisement (AUA), which are not included in RAUM.
