Wealth Management Focus Reg Baker, CPA LLC specializes in wealth management alongside tax and CEO/COO/CFO services, presenting a sales opportunity to cross-sell fiduciary and financial advisory services to closely held businesses and high net-worth individuals seeking integrated financial leadership.

Managed Portfolio Scale With aggregated managed portfolios exceeding $50 million, there is a compelling entry point to offer advanced investment advisory, tax optimization, and estate planning services to existing clients and prospective firms seeking robust asset management support.

Licensing depth Licensed in CPA, PFS, Series 24, 7 and 66, plus real estate, property and casualty, and life insurance, the firm can provide a broad suite of financial services, enabling upsell opportunities in asset protection, insurance planning, and securities-based solutions.

Sector Exposure Serving CEO/COO/CFO clients across real estate, aviation, banking, media, wholesale, distribution and healthcare creates opportunities to tailor compliance, tax strategy, and business financing services to each industry’s regulatory and financing needs.

Tech and Outreach Existing tech stack on Squarespace and analytics suggests potential to improve online lead capture, client onboarding, and digital marketing for new service lines; prospect developers can propose modern CRM-enabled engagement and targeted content to convert inquiries into advisory engagements.