Local wealth growth Spokane-based wealth management firm with 30+ years of experience and a revenue range of 10M-25M presents an opportunity to expand services to regional high-net-worth individuals and local business owners seeking retirement planning and diversified investment strategies.

Technology enabled Utilizes curated technology tools (Squarespace, Google Workspace, Microsoft 365, Google Maps, Tag Manager) indicating openness to digital engagement and potential for expanding client portal capabilities, digital onboarding, and remote advisory solutions.

Team expansion ripe Recent hire in 2021 of a CFP wealth advisor signals growth and onboarding capacity; target for additional seasoned advisors to scale client acquisition, expand AUM, and broaden service lines such as financial planning, estate, and retirement solutions.

Client-first growth Values emphasize proactive, personalized service and community engagement, suggesting opportunities to cross-sell advisory products to existing client base, plus partnership programs with local networks and referrals to drive scalable growth.

Distinct positioning Niche Spokane University District presence with in-person and remote meetings offers a compelling upsell path for small business owners, nonprofit staff, and retirees seeking local, relationship-driven wealth management and tailored retirement planning.