Independent, Fee-Only Target similar high-touch, independent advisory firms or affluent individual clients seeking fiduciary, fee-only wealth management services aligned with personalized financial planning and investment management.

Regional Presence Leverage cross-market opportunities between Portland and Santa Cruz to pursue prospects in both Oregon and California, highlighting local expertise and proximity for client meetings and relationship building.

Small Firm Advantage Position as a lean, client-centric practice with potentially faster onboarding and personalized service, appealing to clients who prefer boutique firms over larger corporate channels.

Tech Stack Leverage Utilize existing technology footprint (WordPress, Google Workspace, digital hosting, and web analytics) to support scalable client onboarding, reporting, and digital marketing initiatives aimed at high-net-worth prospects.

Growth Partnerships Explore strategic partnerships or referral arrangements to expand client reach, including collaborations with regional financial services firms, CPAs, and estate planning professionals, leveraging the firm’s recent partnership with Evan to demonstrate collaboration capability.