Acquisition Synergies Leverage the acquisition by EP Wealth to engage the expanded client base with NewFocus's planning and fiduciary services, supported by joint marketing and technology integration.

Bay Area Focus Target San Mateo and broader Bay Area high net worth individuals, families, business owners, and trusts with comprehensive financial planning and retirement solutions offered within the EP Wealth ecosystem.

Lean Ops Support The lean team structure signals a need for scalable back office, CRM, and compliance outsourcing to sustain growth across the advisory platform.

Digital Marketing Current tech stack favors data driven marketing; offer optimization of digital channels, website performance, analytics, and lead generation to strengthen client acquisition for the platform.

Retirement and Trusts A focus on retirement planning and trust services presents cross sell opportunities for business owners and individuals within the integrated wealth management offering.