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Waterloo Capital's Strategic Expansion into Atlanta

In a significant development, Waterloo Capital, L.P., based in Austin, Texas, has recently expanded its investment footprint by establishing a new office in Atlanta, Georgia, in partnership with Peachtree Financial Group. This move, effective September 1, 2026, marks a key step in Waterloo Capital's ambition to strengthen its presence in the Southeast market.

The Partnership

Waterloo Capital has formed a partnership with Peachtree Financial Group, a wealth advisory practice led by seasoned professionals Stuart Canzeri and David Hughes. As part of this collaboration, Mr. Canzeri and Mr. Hughes will serve as investment adviser representatives under the Waterloo Capital brand, functioning as Managing Partners of Waterloo Capital Atlanta. Mr. Canzeri is tasked with spearheading recruitment efforts for advisors in the Atlanta region, while Mr. Hughes will focus on maintaining and nurturing client relationships from the new Buckhead office.

Strategic Growth Plans

The Atlanta office is not just a new location for Waterloo Capital; it symbolizes the firm’s aggressive growth strategy in the wealth management landscape. Aimed at attracting independent advisors and established practices, Waterloo Capital offers a range of institutional investment, tax, and operational support without requiring these advisors to sever ties with their existing client relationships. This unique approach is designed to facilitate a smooth transition for advisors looking to enhance their service offerings without sacrificing independence.

Advisors who join Waterloo Capital will benefit from access to the firm's proprietary resources, including the 360° Critical Infrastructure™ and the Critical Infrastructure for Financial Advisors® platforms. These offerings encompass a comprehensive suite of services tailored to empower financial advisors in managing their businesses efficiently while providing cutting-edge solutions to their clients.

For prospective financial advisors, more information can be found at waterloocap.com/financial-professionals.

The New Office in Buckhead

Waterloo Capital's new office is strategically located at Buckhead Plaza, 3050 Peachtree Road NW, Suite 400, Atlanta. The office opens with a dedicated team of five professionals, ready to provide clients with access to Waterloo Capital's extensive investment platform, private market capabilities, and integrated tax services through Waterloo Capital Tax Partners, along with family office services. In positioning itself in the affluent Buckhead community, the firm aims to tap into one of the most vibrant wealth markets in the country.

The Buckhead office marks the tenth location for Waterloo Capital and the first in the Southeast, expanding the firm’s geographic reach significantly. This development follows Waterloo's recent investment in Bay Rivers Group Wealth Partners based in Williamsburg, Virginia, highlighting its trend of nurturing a multi-brand advisory platform across the nation.

Leadership Insights

Sharing a vision for the firm’s future, John Chatmas, CEO of Waterloo Capital, remarked on the strategic importance of the Atlanta market. He stated, “Stuart and David have built exactly the kind of practice we look for — deep client relationships, and a disciplined planning process. Atlanta is one of the most dynamic wealth markets in the country, and having Stuart lead recruitment there is a natural next step.”

On joining forces with Waterloo, Stuart Canzeri expressed enthusiasm about the potential for growth and enhanced service quality. He mentioned, “Coming under the Waterloo brand gives us institutional-caliber investment and tax capabilities without changing how we serve people. We are now equipped to offer our clients more valuable services, focusing on planning, coordination, and availability.”

David Hughes echoed similar sentiments, emphasizing that the new infrastructure would significantly upgrade their ability to serve clients efficiently.

Looking Ahead

As Waterloo Capital looks to the future, it is clear that Atlanta is a priority market on its aggressive expansion agenda. Expectations are high for additional announcements regarding the Atlanta office in the upcoming months, as the firm aims to bolster its presence and influence within this lucrative market.

About Waterloo Capital

Founded in 2013 and headquartered in Austin, Texas, Waterloo Capital is a registered investment adviser dedicated to serving high-net-worth individuals, families, and institutions. With its extensive expertise in investment management, tax planning, and family office services, the firm stands poised to deliver unparalleled value to its clients through its expanding network of practices nationwide.

As the financial advisory landscape continues to evolve, Waterloo Capital remains committed to leading the charge in innovation, client service, and advisor support, ensuring that it not only meets but exceeds the expectations of its esteemed clientele.