Website Modernization Current page status and WordPress-based stack indicate a need for a professional website redesign to boost credibility and lead generation in NYC, including mobile optimization, modern design, and secure hosting.

Digital Marketing Growth Although Yoast SEO and Google Analytics are in use, an SEO audit, content strategy, and conversion tracking plan can improve visibility and inbound client inquiries for a boutique wealth manager.

Tech Hygiene & Security Legacy tech stack (WordPress, jQuery, PHP) calls for upgrades, plugin hygiene, performance tuning, and security hardening, with managed hosting and compliance-ready infrastructure to reduce risk.

Efficiency & Collaboration With a very small team, expanding Microsoft 365 usage alongside CRM integration and digital client onboarding can streamline operations and improve client experience.

Advisor Tech Partnerships Opportunity to partner on wealth-tech integrations (advisor CRM, portfolio planning, onboarding and e-signature tools) to scale services, support regulatory needs, and differentiate in a competitive market.