Acquisition Follow-up Former Sigma clients may have transitioned to Mercer Advisors after the 2018 acquisition. Opportunities exist to reconnect with high net worth individuals who value fee-only fiduciary guidance and customized portfolios, highlighting ongoing independent advisory advantages.

High Net Worth Focus Target clients likely include financially successful individuals and families in the Pacific Northwest. Develop tailored outreach that emphasizes bespoke investment strategies, estate planning coordination, and multi-generational planning to deepen penetration in this segment.

Regulatory Alignment As a fee-only Registered Investment Advisor, emphasize fiduciary behavior, transparent fee structures, and objective advisory services in proposals and outreach to differentiate from commission-based competitors.

Growth Potential Revenue range indicates scalable services for mid-sized RIAs. Consider partnerships or white-labeling opportunities, or targeted value-add services such as holistic financial planning, tax optimization, and family office capabilities to attract similar client profiles.

Digital Enablement Current tech stack uses WordPress and analytics tools. Propose modernization services, secure client portals, CRM integration, and digital marketing optimization to attract new high-net-worth leads and improve client experience.