Leadership transition Fragasso recently appointed a new CEO, Christine Robinette, in May 2026, signaling potential strategic shifts and updated priorities. This presents an opportunity to engage on strategic planning, technology modernization, and client experience enhancements aligned with the new leadership.

Growth and expansion The firm has expanded offices and launches publications like The Advisor, indicating a growth trajectory and marketing modernization. Target opportunities include scalable wealth planning solutions, client acquisition programs, and digital engagement tools to support broader outreach.

Technology stack Utilizes a mix of CRM, marketing analytics, and e-commerce/advertising platforms (Salesforce, iCIMS, AdRoll, Microsoft Advertising, Hotjar, Piwik, Shopify). This suggests receptivity to fintech integrations, data-driven client onboarding, and enhanced marketing automation opportunities.

Asset concentration Notable investment activity includes a significant stake in VanEck Short High Yield Muni ETF, reflecting disciplined fixed-income allocation. Potential sales angles include model portfolios, tax-efficient strategies, and risk-managed income solutions for high-net-worth individuals and institutions.

Client base and services Serving individuals, families, business owners, non-profits and endowments with comprehensive planning and investment management. Opportunity to offer advisory technology, retirement and education planning tools, charitable gifting platforms, and tax optimization services to broaden wallet share.