Integrated Wealth Independent fee-only wealth management firm with substantial AUM and nearly three decades of client focus, suggesting a potential upsell opportunity for advanced planning, family office services, and holistic wealth management integrations.

Acquisition Footnote Former affiliation with Cerity Partners following a recent merger indicates a transition in advisory affiliations and potential cross-sell of Cerity’s broader platform services, technology, and back-office support to former Brouwer & Janachowski clients.

Growth Gap Current revenue range and employee count imply a mid-sized practice with room to scale. Prospects exist for growth partnerships, strategic hires, or white-label services to accelerate assets under management through strategic hiring or acquisitions.

Tech Footprint Tech stack includes cloud hosting, CMS and caching, and analytics tools; opportunity to present modernized technology-enabled advisory solutions, cybersecurity enhancements, and data-driven marketing to attract high-net-worth clients.

Regional Focus Based in Mill Valley, CA with a sizable AUM footprint; potential to target affluent Bay Area clients and cultivate relationships with local high-net-worth individuals, families, and legacy planning via family office capabilities.