Personalized Wealth Planning Smith + Howard Wealth Management emphasizes a personalized approach to financial advising, creating opportunities to tailor additional financial services and products that align with their clients' unique goals and values.

Technology Utilization The firm's use of advanced digital tools such as Google Analytics, Tag Manager, and modern web frameworks suggests openness to innovative solutions, presenting potential for offering cutting-edge financial technology or data analytics services.

Investment Activities Recent stakes in health and growth ETFs indicate active portfolio management and ongoing investment strategies, opening avenues to introduce complementary asset management solutions or diversification products.

Mid-Sized Market Focus With revenue between 25 million and 50 million and a relatively small team, the company is positioned as a midsize player, ideal for scalable service offerings such as specialized financial planning, compliance, or operational support.

Growth Opportunities Based in Atlanta and part of a competitive industry landscape, there is potential for expanding regional or personalized client outreach, especially targeting affluent individuals and businesses seeking bespoke wealth management solutions.