Advisor Tech Modernization Hazlett Burt & Watson is a mid-sized, long-standing financial services firm focused on personalized investment guidance. Modernizing advisor technology and workflow with integrated portfolio management, CRM, and reporting tools could improve client service, scale operations, and preserve high-touch advisory standards.

ETF Expansion Opportunity Recent positions in ETFs and stocks suggest an appetite for diversified investment products. There is a sales opportunity to provide enhanced ETF research, model portfolios, or partner research and trading capabilities to refine asset selections and client reporting.

Regional Growth Opportunity Located in Wheeling, WV with a regional client base, the firm could benefit from targeted local marketing, educational events, and referral programs to attract additional high-net-worth clients and grow assets under management in the region.

Security and Compliance As a financial services provider handling sensitive client data, there is potential to offer or upgrade data security, regulatory reporting, and risk management solutions to protect client trust and support audit readiness.

Analytics and Reporting Reliance on Excel for analytics indicates an opportunity to implement modern portfolio analytics, automated reporting, and data visualization to deliver clearer performance insights and enhance client engagement.