The Next Generation of Investment Banking.
The world has changed a lot since Black Monday sent the stock market into a tailspin in 1987. 401Ks and ETFs weren’t around thirty years ago, nor was 24/7 stock ticker information. From fintech to block chain and crypto currency, the financial industry is being reinvented every day. We think it’s time investment banking was reinvented, too. That’s Why We Created Trust Capital Markets.
Trust Capital Markets is an investment bank positioned for the next generation of finance. Trust Capital Markets is a new take on financial advisory services that combines the best of all worlds: the fresh thinking, creativity and enthusiasm of a growing division; the friendly, family atmosphere of a small firm, and the security and stability of a 30-year-old institution (TAG Group, Inc.).

Why choose us
Travel and Aviation
Consulting
Consultants ranked firms on a scale of one to 10, based on prestige, firm culture, work-life balance, compensation, and other factors.
Financial Services
Consulting
We are a dynamic niche consulting firm that has been helping visionary financial services brands convey their true essence.
Business Services
Consulting
We have had to start competing on quality of life in a way that they never had to before — leading to higher ratings from consultants.
Energy and Environment
Consulting
Engage with consumers and inspire the media — we ensure brands are seen and heard in all the right places.
Consumer Products
Consulting
We are a company that offers design and build services for you from initial sketches to the final construction.
Surface Transport
& Logistics Consulting
The ConsultingWP firm scored highest for vacation policy, hours in the office, and overall satisfaction.
Our mission
In 1990, ConsultingWP combined with Inception Analysis, Incorporated to strengthen its expertise in energy matters and opened its first office in Cupertino. Since then, the company has expanded throughout the United States and Europe to more than 300 people.
We know our clients’ brands inside and out to create bespoke campaigns that bring the brand story to life, engage with consumers and inspire the media.
- Work fewer hours & make money
- Phenomenal success in our target
- Retain, high-paying customers
- You’ll get more done in less time
- Leadership skills to manage team
- Generating millions of dollars
Our experience
Our team
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Jeffrey Morfit
Head of Investment BankingThe founder of Consulting WP, he has been the captain of this ship from the beginning and has sailed...
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William McCance
President of TAG GroupBeing the CFO in the Financial Industry is a tough task, thankfully he was here to man the helm...
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Ryan Ebner
Lead AnalystShe is an accomplished business developer. Her skills at creating relationships with clients are...
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Ryan Hanavan
Head of Capital MarketsHe has helped Business WordPress Theme reach new heights and enter new markets. His skills of understanding...
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Michael Squitieri
Vice PresidentAs we help other companies grow, she helps us grow. She handles all the internal work at WP consulting...
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Millard Tydings
Managing DirectorTax laws and regulations are some of the most complicated and infuriating parts of the financial...
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