Established Wealth Long-standing independent financial firm (since 1983) with a focus on helping individuals and families establish and maintain long-term financial goals, signaling potential cross-sell opportunities around retirement planning, estate planning, and ongoing wealth management services.

Boutique Scale Small to mid-sized firm (11-50 employees) operating in investment management with partnerships through Raymond James, suggesting opportunities to leverage their niche client base for expanded advisory services, platform enhancements, and digital client engagement solutions.

Technology Stack Uses modern tech such as AWS, Cloudflare, MySQL, and security/fingerprint tools, indicating readiness for digital onboarding, client portals, data analytics, and scalable security services to improve client experience and compliance.

Revenue Range Annual revenue between ten and twenty-five million dollars, indicating appetite for growth initiatives, premium advisory tools, marketing automation, and scalable back-office software to support expanding assets under management.

Securities Partnership Securities offered through Raymond James and independence from broker-dealer structure present inroads for cross-sell of higher-margin advisory products, risk management solutions, and expanded third-party research or planning platforms to enhance client outcomes.