Fiduciary value Position Thirteen Twenty-Two Advisors as a fiduciary, client-first wealth manager serving successful families and SMB owners, highlighting personalized, comprehensive service that aligns with client financial independence and long-term planning.

Small to mid-market focus Emphasize the firm’s size (11-50 employees) as an advantage for tailored service, agility, and deep relationship management with owner-managed businesses and high-net-worth families seeking customized investment and advisory solutions.

Technology optimization Leverage the current tech stack (HubSpot, Google Analytics, AWS, Datadog, etc.) to propose enhanced client onboarding, data-driven advisory insights, and scalable digital experiences that improve retention and cross-sell opportunities.

Regulatory alignment Highlight the dual-structure with securities through LPL Financial and advisory services in-house to reassure potential clients about fiduciary oversight, compliance, and access to robust broker/dealer support and product access.

Growth and partnerships Identify opportunities to expand through partnerships with SMB owners and successful families, offering bundled services (retirement, estate, tax planning) and targeted marketing to capture near-term revenue growth in a market with large incumbents.