Mid-market focus Target mid-sized businesses on the West Coast seeking comprehensive financial and group benefits advisory, as Brosnan & Associates positions itself as a full-service firm serving closely held businesses and affluent individuals.

Integrated services Leverage the firm’s combination of financial and insurance services to cross-sell bundled solutions, including retirement plans, risk management, and employee benefits for clients with growing workforces.

Tech-enabled operations Highlight the firm’s use of cloud and analytics tools (AWS, Google Tag Manager, Microsoft 365) to support scalable client service, compliance, and data-driven benefits optimization.

Market positioning Position Brosnan as a West Coast alternative to national firms for closely held businesses and affluent clients, focusing on personalized advisory rooted in thorough understanding of each client’s financial and insurance landscape.

Growth-ready potential With revenue in the mid seven figures, pursue expansion by targeting growth-oriented SMBs and retirement/benefits planning for founders, offering scalable benefit programs and strategic financing options.