Growing Wealth Management PBMares Wealth Management LLC operates within a competitive industry with an estimated revenue between 25 million and 50 million, indicating a sizable client base and potential for expanding high-net-worth and institutional client services.

Strategic Support The company’s affiliation with PBMares LLP and its recognition as a Top 100 US firm suggest established credibility, which can facilitate outreach to similar mid-tier firms seeking integrated advisory and accounting solutions.

Recent Leadership Changes Transitions in executive leadership, notably the promotion of Harvey L. Johnson to CEO and the retirement of former CEO Witt, create opportunities to offer leadership development, succession planning, and organizational consulting services.

Community Engagement Their active Corporate Social Responsibility Program, exemplified by multiple grant cycles, presents avenues for partnerships focused on corporate giving, CSR technology solutions, and community engagement tools.

Industry Recognition Awards and recognitions from Forbes and Accounting Today position PBMares as an influential player, opening doors for high-value, reputation-enhancing services like branding, compliance software, and industry-specific technology solutions.