Independent advisory Target DeLorenzo Financial Group, LLC as an independent financial consulting firm seeking a broader suite of financial products and services to better serve clients, highlighting potential upsell opportunities in risk management, wealth planning, and estate strategies.

Founder leadership Leverage the prominence of President Gary J. DeLorenzo, CFP, MSFS as a trusted client relationship driver; propose high-touch CFO-style financial planning engagements and executive-level advisory services to strengthen client loyalty and expand wallet share.

Tech stack Present scalable fintech or cloud-based compliance, data security, and client experience enhancements that integrate with their current tech stack (AWS, Google Cloud, Node.js) to support growth, reporting, and personalized client dashboards.

Revenue focus With revenue in the one to ten million range and a lean size (2–10 employees), identify cost-efficient, modular solutions such as outsourced compliance, marketing automation, and advisory platform integrations to drive profitability and capability expansion.

Regulatory alignment Position offerings that support SEC-registered advisory activities and FINRA/SIPC-compliant securities processes, including training, documentation, and governance tools to help them scale while maintaining regulatory integrity.