Personalized Wealth Approach Brown & Tedstrom emphasizes a personalized, comprehensive financial planning approach, which indicates they value tailored investment strategies and client relationships—an opportunity to promote advanced financial products or client engagement tools to enhance their advisory services.

Mid-sized Market Niche With revenue between 10 to 25 million dollars and a specialized team of 11 to 50 employees, the firm operates in the mid-market segment, suggesting they may be seeking scalable technological solutions or services that support growth while maintaining personalized client service.

Technology Stack Use Utilizing platforms like WordPress, Google Analytics, and social media channels indicates they are digitally engaged, highlighting potential interests in marketing services, client engagement platforms, or analytics solutions to better understand and reach their target audience.

Value-Driven Philosophy Their focus on understanding client values, big-picture planning, and objective advice presents opportunities for consulting services, educational content, or tools that can reinforce their mission and enhance client trust and satisfaction.

Growth Potential Being a smaller firm with a strategic focus on wealth management, they are positioned for growth and may benefit from partnerships that support scaling their services, improving operational efficiency, or expanding their digital capabilities to attract more high-net-worth clients.