Niche Wealth Small, boutique wealth planning practice serving individuals, families, business owners and retirement plan sponsors. Opportunity to cross-sell advisory services to existing client segments and expand service breadth through strategic partnerships.

Regional Reach Based in Northern Virginia with capability to service multiple states. Potential for geographic expansion or targeted marketing in VA, MD, DC and neighboring markets to scale client acquisition.

Compliance Clarity Securities and advisory services offered via Kestra entities with explicit non-affiliation by Blue Ocean Partners. Risk/education angle to position as a trusted fiduciary provider and to approach clients seeking compliant, transparent financial planning relationships.

Tech Stack Uses standard web and analytics technologies (Font Awesome, Google Fonts API, jQuery, Modernizr, Bootstrap, Google Analytics). Opportunity to upgrade client portals, enhance digital engagement, and implement marketing automation to boost lead generation.

Recent Growth Reported revenue in the $1M-$10M range with prior investment activity including participation in a European RF geolocation satellite venture. Potential for growth financing conversations, strategic partnerships, and expanded advisory capacity as client demand grows.