High Value Clients Target institutions and individuals with portfolios from mid to high seven figures and above, as Gould Asset Management already serves clients up to over $20 million. Develop tailored outreach emphasizing personalized service, tax and estate planning collaboration, and IRA rollover expertise to win larger accounts and referrals.

Advisory Niche Position Gould as a non-brokerage, client-centric RIA focusing on customized asset management and comprehensive financial lifecycle support. Leverage this differentiation to upsell high-trust services like estate planning coordination and CPA collaboration, appealing to clients seeking holistic financial partnerships.

Growth Momentum Capitalize on leadership appointments and senior hires as signals of growth and capability expansion (e.g., upcoming President appointment and new Senior Portfolio Manager hires). Propose targeted introductions to affluent clients and successor planning prospects aligned with expanded governance and investment oversight.

Tech Enablement Leverage Gould’s tech stack (CRM, document signing, cloud platforms) to streamline onboarding and ongoing advisory workflows. Offer integrations or enhancements that improve client experience, reporting transparency, and regulatory compliance to appeal to wealth managers seeking efficiency gains.

Strategic Partnerships Explore collaborative opportunities with CPAs, estate planners, and tax professionals to extend service reach and create referral streams. Propose co-branded events, joint seminars, and service packages that align with Gould’s IRA rollovers, tax timing, and estate planning strengths.