High net worth focus Target wealth management services to high net worth individuals, families, and closely held businesses served by TDC Investment Advisory, leveraging their fiduciary standard and academically-based investment approach to propose comprehensive portfolio and retirement plan solutions.

Integrated risk and estate Leverage TDC Life and BridgePoint Risk Management capabilities to cross-sell life insurance, estate planning, and risk management services to executives, athletes, entertainers, and business owners seeking wealth preservation and protection strategies.

Scale through partnerships Explore collaboration with TDC’s national network of advisers, attorneys, CPAs, and business managers to co-deliver multi-disciplinary wealth strategies, expanding reach into closely held businesses and families requiring complex planning.

Growth indicators Utilize the firm’s revenue range and AUM signals (2.1B in managed assets plus 409M in self-directed retirement assets) to propose advanced advisory platforms, technology-enabled investment solutions, and enhanced client experience offerings.

Philanthropy as entry Position corporate philanthropy and charitable giving capabilities as a doorway to engage with affluent clients and foundations, aligning philanthropic services with wealth management to deepen client relationships and cross-sell opportunities.