Top Advisor Recognition Leverage the recent Forbes recognition of Matt Gulbransen as a top wealth advisor in Minnesota to initiate relationship-building campaigns with high-net-worth prospects and referral partners who value award-winning guidance.

Growth & Scale With a revenue range of 25M-50M and a mid-sized team, there is opportunity to position advanced planning services, expanded fiduciary oversight, and enterprise-grade client experiences to regional families seeking comprehensive retirement leadership.

Retirement HEALTh Advantage Promote the proprietary Retirement H.E.A.L.T.H. Stress-Test process as a differentiator for multi-generational planning, targeting clients facing complex transitions and needing structured, transparent guidance.

Technology Modernization Highlight the firm’s modern tech stack and digital transparency to attract digitally-savvy clients and upscale RIAs seeking parity in client portals, reporting, and proactive communication.

Strategic Partnerships Identify opportunities to partner with tax planning, estate planning, and fiduciary service providers given the staff size and growth trajectory, enabling cross-sell of integrated retirement strategies and expanding service offerings.