Niche Focus Target UT alumni, employees, family and friends with tailored wealth planning services that emphasize legacy and multi‑generational planning, leveraging the UT heritage as a differentiator to expand client referrals.

Fee Structure Promote the firm’s hybrid model (fee‑only Strategic Wealth Planning and fee‑based Tactical Advisory) to attract clients seeking unbiased, transparent pricing and flexible engagement levels.

Scale Opportunity Position as a boutique option capable of handling high‑touch, personalized wealth management for UT communities, while cross‑selling investment and insurance solutions from established open‑market providers.

Technology Enablement Leverage listed tech stack (Hotjar, Google Maps, FMG Suite, JSON‑LD, TradingView) to enhance client onboarding, digital marketing, and performance reporting, enabling scalable outreach to a regional Texas network.

Growth Signals Capitalize on revenue presence in the 1M–10M range as a proof point for expanding services to mid‑sized UH wealth clients, and pursue partnerships or referrals with larger fiduciaries or regional RIA networks seeking UT‑focused niches.