High net worth focus Target the firm’s core client base of high net worth individuals, families, and business owners with tailored wealth planning, tax optimization, and legacy strategies to deepen engagement and expand AUM.

Tax reference expansion Leverage their ongoing Tax Reference guides (2022, 2025, 2026) to position complementary tax planning services, year-round updates, and proactive tax advisory packages for clients seeking current guidance.

Integrated advisory Highlight collaborative, multi-disciplinary team capabilities (attorneys, CFPs, IMAs, MBAs) to offer holistic financial solutions, cross-selling estate, risk, and investment planning through joint client engagements.

Technology enablement Align with their tech stack usage (AWS, HubSpot, Contentful, Drupal, analytics, security) to propose scalable advisory platforms, client portals, and data-driven reporting that enhance service delivery.

Growth potential Position value-add services and strategic partnerships to support growth, given revenue in the mid-range and competitive landscape with firms of similar size, aiming to capture share among affluent clients seeking comprehensive, compliant wealth management solutions.