Independent Advisory Leverage Coe Financial Group’s independent, unbiased approach to position services that emphasize objective investment selection and personalized financial planning for high-net-worth individuals and professionals seeking tailored wealth management.

Wealth Scale With over $250 million in assets under management and a client base including doctors and business owners, target scale-focused opportunities for UHNWIP clients and advisory relationships that can grow AUM through referrals and expanded service lines.

Tech Enablement Highlight the tech stack and data-driven capabilities (AWS, Datadog, OneTrust, Open Graph, Calendly) to offer scalable client onboarding, robust security/compliance, and enhanced digital client experiences as a differentiator for professional services partnerships.

Partnership Potential Position Cetera platform advantages as a gateway for expanded offerings such as insurance, retirement plans, and advisory services to business owners, employees, and affluent clients seeking integrated financial and insurance solutions.

Growth Readiness Note current revenue scale and small team size as an opportunity to offer outsourced marketing, client onboarding, and infrastructure support to accelerate client acquisition, retention, and back-office efficiency for a boutique firm.