Acquisition History Recent acquisition by EP Wealth Advisors in 2020 suggests a shift in client base and integration opportunities. A sales approach could focus on aligning wealth management solutions with EP Wealth’s platform to optimize client onboarding, data migration, and unified reporting.

AUM Growth Gap Reported revenue under $1M indicates a small-to-mid sized practice with growth potential. Target strategic partnerships or technology enablers that scale advisory services, compliance, and client experience to capture larger fee-based opportunities.

Fiduciary Positioning Explicit fiduciary duty and client-first stance highlight readiness for premium, unbiased advisory tools. Cross-sell fiduciary-friendly planning software, reporting dashboards, and compliance solutions that reinforce trust with high-net-worth prospects.

Diverse Leadership A leadership team with five decades of experience and 50% women signals stability and inclusive culture. Leverage this for targeted outreach around diverse advisor recruitment platforms, succession planning services, and professional development partnerships.

Tech Footprint Light tech stack including WordPress and analytics tools presents opportunities for modernizing client experience with CRM, digital onboarding, and performance reporting integrations to attract tech-forward clients and improve operational efficiency.