Independent fee-only Target Round Table Wealth Management as a fiduciary, independent RIA with a fee-only model to emphasize objective, conflict-free advice and potential cross-sell of comprehensive planning, tax, and family-office services to affluent clients.

Multi-state expansion Leverage RTWM's presence in New York, New Jersey, Florida, and Oregon to propose scalable wealth solutions for clients relocating or requiring integrated cross-state advisory services, including multi-generational planning and trust-based wealth transfer.

AUM growth potential With approximately $1.1B AUM as of 2019 and a recent talent expansion, position to introduce outsourced CIO, portfolio construction, and risk management offerings to capture additional assets from high-net-worth families seeking coordinated investment oversight.

Awards and leadership Highlight Five Star Wealth Manager recognition and recent hires (President, Directors, COO) to initiate conversations around enhanced capabilities, service levels, and upgraded digital platforms for existing and prospective clients seeking premium service.

Tech stack readiness Promote opportunities to optimize client experience and data workflow using RTWM’s tech stack (Salesforce, data tables, Backbone/Underscore) for client reporting, onboarding efficiency, and scalable marketing to attract new families and institutions.