Assets under management The firm manages over $7 billion in assets for more than 2,700 clients nationwide and abroad, indicating a robust AUM base and potential for scalable or higher-touch offerings.

Expansion activity Recent acquisitions and partnerships, including acquiring Strategic Wealth Partners in 2024 and a collaboration with iCapital Network, suggest openness to integrating new platforms and custody solutions to expand product capabilities.

High-net-worth focus Service model centers on comprehensive wealth plans for high-net-worth individuals, families, foundations, and institutions, signaling opportunities for bespoke trust, tax optimization, estate planning, and philanthropy services.

Fiduciary positioning As fiduciaries with CFP, CFA, JD, and CAIA credentials, the firm emphasizes client-first guidance, presenting an angle to cross-sell advanced advisory services, risk management, and regulatory/compliance support offerings.

Tech-enabled advisory Utilizes a mix of analytics and marketing tech (Google Analytics, Clarity, ExactMetrics) and digital platforms (Cloudflare, Register.com) implying potential to deepen data-driven advice, client experience enhancements, and scalable digital onboarding partnerships.