Unique Client Engagement CTB Financial Services emphasizes personalized client interactions by understanding clients' values and beliefs, creating opportunities to offer tailored financial solutions that deepen client trust and loyalty.

Recent Acquisition Drive Following its acquisition by Creative Planning for $2.5 billion, CTB Financial is positioned for expansion and integration into a larger network, presenting opportunities for cross-selling services and accessing broader client bases.

Niche Expertise Specializing in tax planning with approximately $240 million in assets under management, CTB offers specialized services that can be promoted to high-net-worth individuals seeking tax-efficient strategies.

Growth Potential With annual revenues between $1 million and $10 million and a small team, there is significant potential to scale services, attract more clients, and increase revenue through strategic marketing and service diversification.

Technology Utilization Leveraging modern tech such as Google Analytics and contact forms indicates openness to digital engagement, providing avenues to enhance lead generation and client communication through targeted online campaigns.