Boutique independent Small independent wealth management firm with a boutique posture and a focus on personalized retirement, college, tax and legacy planning, suggesting opportunities to upsell advanced planning services and customized financial products.

Local focus Serves clients in the Pacific Northwest with a lean team, presenting a clear cross-sell path to expand geographic reach through referrals, partnerships with local CPA firms, and targeted regional marketing.

Technology stack Utilizes cloud, security, analytics and CDN technologies (AWS, Cloudflare, Datadog, Google Analytics, Proofpoint, Open Graph). Potential fits for enhanced data security, compliance tooling, client portal enhancements, and digital marketing optimization.

Registered advisory Securities and advisory services through Cetera Advisors LLC indicate capability to offer diversified investment products; sales opportunities to cross-sell additional advisory services, managed accounts, and insurance solutions.

Revenue range Revenue in the 1–10 million range with a small team (2–10 employees) suggests a growth phase and potential demand for scalable back-office support, marketing automation, practice management, and outsized value from partner technologies and outsourced compliance.