Integrated Wealth Leverage the Avantax platform to deepen tax-aware investment options for current clients and attract new high-net-worth clients in Oregon through joint marketing with local CPAs and financial advisors.

Growth Tech Opportunity to implement a CRM and marketing automation to manage leads, onboarding, and client communications, given the small team size, to improve conversion rates and client lifecycle management.

Security Boost Enhance data security and regulatory compliance with cybersecurity services, SOC 2 readiness, and secure data handling to protect client information and support scalable advisory services.

Operations Lift Modernize back-office with cloud-based practice management, document automation, e-signature, and disaster recovery to reduce manual work and improve efficiency for a lean advisory team.

Local Growth Develop regional partnerships and targeted outreach in Oregon with local CPAs, law firms, and SMBs to expand referral networks and raise brand awareness for tax and wealth planning services.