WEST HARTFORD, CT – May 29, 2026 – Apella Wealth (“Apella”), a financial advisory and wealth management firm serving individuals, families, and businesses, today announced that James J. Scanlan has been appointed Chief Executive Officer, effective June 1, 2026. Scanlan, who has served as President of the firm, succeeds Patrick A. Sweeny, who will remain Chairman.
The transition is a result of a succession plan developed over the past three years and reflects Apella’s focus on continuity and long-term stability. Sweeny’s ownership in the firm remains unchanged, and he will continue in an active role as Chairman.
“Pat has been instrumental in shaping Apella’s growth, culture and client-first approach,” said Scanlan. “His early commitment to fee-only financial planning and serving clients at the highest level is the foundation on which this firm is built. I am grateful for his vision and trust, and I’m committed to stewarding Apella alongside our leadership team.”
Scanlan has played a central role in guiding the firm’s strategic direction, operating model and leadership structure. His appointment to CEO reflects the next step in the firm’s planned evolution and the strength of the broader leadership team.
“Jim has led Apella alongside me for years, and I am excited to see him assume the role of CEO,” said Sweeny. “This succession has been part of our plan for some time, and while my role is changing, my commitment to Apella is not. As Chairman, I will continue to support Jim and the leadership team as we pursue the next phase of Apella’s growth.”
“Pat has been central to building Apella into the firm it is today, and Jim is the right person to lead the firm forward. Jim has spent years executing at the highest level at Apella, and we are proud to support this transition,” said John Copeland, Managing Partner of Wealth Partners Capital Group, a financial services holding company that invested in Apella in September 2021.
As Apella enters this next chapter, the firm remains focused on building a durable, client-centered firm positioned to serve families, individuals, and institutions for generations to come.
About Apella Wealth
Apella Wealth (“Apella”), founded in 2014, is a national RIA built around a select community of like-minded advisors who believe in evidence-based investing and detailed financial planning. Headquartered in West Hartford, CT, Apella offers a wide range of financial advisory services across multiple locations, spanning both coasts and serving thousands of individual and institutional investors. The firm’s financial advisors are dedicated to building lifelong client relationships and providing “Advice for Life.” For more information about Apella, please visit www.apellawealth.com.
About Wealth Partners
Wealth Partners Capital Group (“WPCG”) is a financial services holding company, which invests in and partners with select leading wealth management firms. WPCG supports its partners’ growth by providing capital, organic growth opportunities and strategic M&A expertise, identifying and evaluating wealth advisory practices for its partners to acquire and integrate. For more information, please visit www.wealthpcg.com.
Apella Capital, LLC (“Apella”), DBA Apella Wealth, is an investment advisory firm registered with the Securities and Exchange Commission. The firm only transacts business in states where it is properly registered or excluded or exempt from registration requirements. Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. Apella Wealth provides this communication as a matter of general information. Any data or statistics quoted are from sources believed to be reliable but cannot be guaranteed or warranted.
Media Contact
Michelle Margo, Managing Director, Head of Marketing
mmargo@apellawealth.com, 860-781-6558
