Executive Advisory Intent Target wealth management firms and SEC registered funds seeking strategic guidance and board-level oversight; 1812 Park LLC positions as an extension of client leadership for long-term strategy, operations, and governance.

Retainer-based Model Sales opportunity centers on annual retainer engagements with a selective roster of Advisors, offering scalable executive support, strategy execution, and implementation of best practices.

Industry Experience Leverage founder’s track record with Fortigent and Lydian Wealth Management to pursue firms aiming to modernize platforms, implement scalable processes, and improve advisory profitability and client outcomes.

Niche Positioning Position as a lean, high-impact governance and strategy partner rather than a traditional consulting practice, appealing to mid-to-large wealth management firms seeking agile leadership and board-level insights.

Network & Assets Potential upsell with independent fund board roles and cross-selling opportunities into affiliated advisory networks, leveraging founder’s board experience and industry relationships.