Wealth Matters is a full-service consultancy that provides wealth management marketing and communications services to boutique, independent advisory firms. We work with you as part of your team – essentially giving you a marketing and public relations department for less than it costs to hire one employee. In our ongoing work with you we cover the basics, plus everything else that comes up along the way.

If marketing in the digital age makes you stop and scratch your head, you are not alone. We are here to help, however you need.


icons_brandidentity.png

BRAND IDENTITY

Unique. Differentiating. Targeted. From naming the firm, to the logo, to the website – make sure it all works together and looks professional.

icons_marketingchannels.png

MARKETING CHANNELS

Identify and creatively cultivate the channels that will reach your target audience.

icons_firmcommunications.png

FIRM COMMUNICATIONS

To your employees, clients, centers of influence and colleagues – and everyone in between. Timely. Relevant. Powerful.

icons_events.png

EVENTS

Provide information, cross-pollination, networking and cocktails – all in one sitting.

icons_pressoutreach.png

PRESS OUTREACH

Want to be a thought leader? Talk to the media. We can help you do that.

icons_marketingplan.png

MARKETING PLAN

Sounds simple, but mapping it all out can make a world of difference.

EIGHT SOCIAL MEDIA ESSENTIALS

Social media makes most advisors go queasy. Here we break it down in eight simple to-do's.


TOP TEN FUNDAMENTAL MARKETING PRACTICES FOR ADVISORS

Read this overview to make sure you are covering the basics.

TAKE THE TOUR

Meet our founder Rosemary Denney who created Wealth Matters Consulting to work with wealth management firms of all shapes and sizes.

Learn More →