Boutique Wealth Independent, fee-only wealth management with a small team (2-10 employees) in the Milwaukee area, presenting a personalized, relationship-driven sales opportunity for high-touch financial planning services.

Senior Expertise Founders bring 40 years of combined experience in comprehensive financial planning and investment management, which can be leveraged to position RSI for clients seeking trusted, long-term advisory partnerships and overflow capacity for larger firms.

Tech Enablement Existing technology stack (Joomla, Drupal, multisite, analytics tools) suggests opportunities to propose modernization, cybersecurity enhancements, client portal improvements, and data-driven advisory workflows to attract tech-forward clients.

Revenue Range Reported revenue between 10M and 25M indicates established operations with potential for scale collaboration, white-label platforms, or strategic partnerships to expand services to a broader client base.

Targeted Growth Mid-market and affluent client segments in the greater Milwaukee region present sales avenues for investment solutions, retirement planning, and holistic financial services, along with potential cross-sell to larger carriers and fiduciary partnerships.