Recent Acquisition Opportunity Following Brouwer & Janachowski's acquisition by Cerity Partners and their planned merger, there is a potential opportunity to offer integration and onboarding solutions that streamline their transition process and enhance operational efficiency during this significant change.

High Net Worth Client Management With approximately 1.7 billion dollars in assets under management and a focus on long-term, generational wealth planning, there is a strong demand for advanced wealth management platforms, estate planning tools, and personalized portfolio management services.

Tech Stack Optimization The company's current technology stack includes cloud services and web optimization tools, indicating potential for upselling cybersecurity solutions, data analytics, or CRM enhancements to improve client engagement and operational security.

Growth and Expansion Potential As a mid-sized firm merging into a larger entity, Brouwer & Janachowski presents opportunities for strategic consulting, marketing services, and scalable financial advisory solutions tailored to support their growth trajectory.

Market Positioning and Competitiveness Positioned within the competitive wealth management space with peers such as Firstrust and Aspiriant, there is an opportunity to develop competitive differentiation tools like client retention solutions, branding, and digital marketing services to enhance their market positioning.