Wealth focus Target high net worth individuals and families seeking comprehensive financial planning, estate and tax guidance, leveraging FAS Wealth Partners’ 40+ years of independent advisory experience.

Strategic investments Monitor and pursue opportunities around current and new positions in major asset classes (American Tower, Global X Future Analytics Tech ETF, Schwab Emerging Markets, iShares Core S&P) to align with client portfolios and offer tailored investment ideas.

Cyber risk Address recent ransomware incident by proposing enhanced cybersecurity and data protection services as a value add for wealth management clients who prioritize data safety and regulatory compliance.

Digital footprint Leverage the tech ecosystem (Smarsh, Shopify, SEO tools) to offer integrated digital experience enhancements, client portals, and marketing automation to attract and onboard high-net-worth prospects.

Growth potential Position as a scalable, independent advisory with concierge service to capture mid to large advisory firms’ clients seeking personalization, potentially partnering on technology, back-office, and compliance solutions to support growth.