Niche Market Focus Selkirk Wealth Advisors specializes in multi-generational family wealth planning and estate strategies tailored to family businesses and inherited wealth, indicating an opportunity to offer advanced estate planning tools, customized financial solutions, or complementary advisory services relevant to high-net-worth families.

Digital Presence With a website and a tech stack including Salesforce and Google Analytics, there is potential to enhance digital marketing strategies, client engagement platforms, and data analytics solutions to attract or better serve affluent clients seeking personalized financial advice.

Growth Potential Operating within the investment management industry with revenue between 1 million and 10 million and a small team suggests room for scalable solutions such as sophisticated CRM systems, client onboarding platforms, or investment analytics tools to support growth and client retention.

Industry Landscape Competing with large firms like Charles Schwab and Fidelity, Selkirk Wealth has opportunities to differentiate through personalized, family-centric services and leverage niche expertise to attract clients seeking boutique, tailored financial management.

Technology Opportunities The current technology stack presents an opening to introduce cutting-edge client engagement tools, estate planning software, or compliance solutions that integrate seamlessly, enhancing service quality and operational efficiency for a small advisory team.