Wealth Matters Consulting is a branding, marketing and PR agency built for independent wealth management firms, multi-family offices and financial professionals.

We work with RIAs, family offices, trust companies and boutique investment firms, often in the $2B to $20B AUM range. Our clients deliver integrated, sophisticated advice to client families, so their brand and digital presence should be a true reflection of that standard, communicating the depth and care of their work. 

Why firms choose us
1. We work exclusively in wealth management so you don't have to translate your world for us. We understand fiduciary duty, asset classes, portfolio construction, compliance review, UHNW family dynamics and the realities of communicating in an SEC-regulated environment.
2. We're one of the only firms in the wealth management space to specialize in the three pillars of marketing: Branding and Design; Content and Communications; and Public Relations. 
3. We are female-owned and operated. In a space where the female voice is so needed to communicate to a growing target audience, yet scarcely found, we're able to guide firms in developing a voice for a female target audience. 
4. We are the anti-agency. No layers or walls, our client-partners have direct access to our leadership. 

What we do
– Branding, design, and website development
– Marketing strategy, content creation, and communication
– PR, media strategy, and press outreach
– Social media management and online distribution
– Podcast production and distribution

How we work
We integrate with your team as a true extension of your firm. Marketing strategy and execution stay in-house, so your message stays consistent across every channel.

Based in West Palm Beach, FL. Serving clients nationwide since 2012.

Wealth Matters Consulting

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