Target Market Focus Salomon & Company specializes in comprehensive wealth management and strategic planning for families and small businesses, presenting opportunities to upsell specialized financial products and personalized advisory services tailored to affluent clients and emerging entrepreneurs.

Digital Engagement With a modern tech stack that includes Wix, Google Cloud, and Cloudflare, the company maintains a strong online presence, indicating potential for digital marketing collaborations and tech-driven financial solutions that leverage their existing infrastructure.

Revenue Growth Potential Reported revenue between 10 million and 25 million suggests room for expansion and new service offerings, especially targeting small businesses in need of operational, financial, and succession planning to enhance client retention and increase revenue streams.

Market Differentiation Compared to larger firms in the industry, Salomon & Company’s personalized services and local presence present an opportunity to position as a boutique, high-touch financial advisory for clients seeking tailored wealth management solutions.

Partnership Opportunities The company's registration with LPL Financial and its advisory services open avenues for collaboration with third-party financial technology vendors and products, helping to expand their service offerings and improve client clients' financial outcomes.