Independent advisory Independent registered investment advisor and CPA firm servicing individuals, families, and small businesses presents a multi-disciplinary opportunity to cross-sell wealth management, tax planning, and accounting services to existing clients and expand with fee-based advisory models.

Woodbridge Greenwich Based in Greenwich, CT since 1979 with a local footprint and intimate client base (11-50 employees) suitable for personalized relationship-driven services and trusted-advisor referrals within the affluent regional market.

Integrated services Combined offerings of wealth advisory, income tax, asset and insurance strategy create a pathway to upsell comprehensive financial planning packages and ongoing asset management engagements for high-net-worth individuals and small businesses.

Tech-enabled outreach Active tech stack including Google Ads, HubSpot, and website presence enables targeted marketing, lead capture, and CRM-driven follow-up to convert prospects from wealth planning to full-service engagements.

Growth signals Notable leadership changes and revenue scale suggest momentum; position for strategic partnerships, expanded service lines, and potential acquisitions or integrations with mid-market wealth and tax firms to accelerate growth.