Wealth Management Clients Target affluent families and small business owners in Lexington and the surrounding KY region for comprehensive wealth management, asset growth, and protection services. Emphasize tailored financial planning, estate strategies, and succession planning to support multi-generational goals.

Business Owner Focus Leverage the firm’s emphasis on operational and financial planning and executive compensation strategies to approach small business owners considering growth, succession, or exit planning. Offer liquidity, risk management, and buy-sell planning as value-adds.

Strategic Partnerships Position Salomon & Company as a gateway to LPL Financial’s broader advisory and securities capabilities. Propose co-branded educational events and disclosures to build trust while expanding product breadth for clients seeking diverse investment options.

Digital Presence Utilize the current technology stack (WordPress, Webpack, Wix eCommerce, Google Cloud) to create lead-generation campaigns, client portals, and secure online consultations. Highlight security features like HSTS and reCAPTCHA to reassure prospects.

Revenue Growth Signals With a revenue range of $10M–$25M and a lean team, identify mid-market family offices or small business groups seeking scalable advisory services, maintenance of compliance, and cost-effective wealth-management solutions as potential upsell or cross-sell opportunities.