Personalized Wealth Approach Smith + Howard Wealth Management emphasizes a personalized and values-driven approach to financial guidance, creating opportunities for tailored financial planning and advisory services to meet their clients' unique needs.

Technology Utilization The firm leverages modern digital tools such as Google Analytics, Google Tag Manager, and SEO strategies, indicating openness to innovative technology solutions that can enhance client engagement and operational efficiency.

Investment Activity Recent substantial stakes in assets like Amgen and iShares S&P Mid-Cap demonstrate active portfolio management, presenting chances to offer advanced investment solutions or complementary asset management services.

Growth Potential With a revenue range of 25 to 50 million dollars and a relatively small team, there is significant room for expansion services, including technology upgrades, expanded advisory offerings, or compliance solutions as they scale.

Competitive Edge Compared with larger firms like Morgan Stanley, Smith + Howard's niche focus and personalized strategy provide an opportunity to position specialized, high-touch financial solutions tailored for mid-sized firms or high-net-worth clients.