Acquisition History The firm was involved in a sale of its assets to Focus Financial Partners and Connectus Wealth Advisers in 2022, indicating a recent strategic transition. This suggests potential interest in partner or acquisition-led engagement, integration services, or strategic advisory opportunities for successors.

Asset Under Management With $2.4 billion AUM across 300+ clients and a senior team averaging 30 years in the business, there is a track record of stable wealth management and potential need for enhanced advisory services, outsourcing, or customized wealth solutions for institutional and high-net-worth clients.

Client Profile Serving high-net-worth individuals, institutional retirement plans, foundations, and associations signals opportunities to cross-sell advanced investment products, fiduciary services, or retirement plan enhancements to similar client sectors.

Technology Stack Utilizes Salesforce, Network Solutions, Microsoft 365, and DocuSign, indicating openness to scale client relationship management, secure document workflows, and collaborative platforms—perfect fit for targeted tech-enabled growth partnerships.

Growth Readiness Moderate revenue and a recent asset sale imply a potential realignment phase; there may be appetite for strategic financing, consulting, or partnerships to support growth, succession planning, or integration with a larger advisory platform.