Serve HNW clients. Let us elevate the brand behind you.
Your job is stewarding wealth. Ours is the polished website, the thought-leadership content, the private event marketing, the client communications — everything it takes to attract and retain HNW clients, for one flat monthly rate.
HNW clients notice every detail of your brand
From your website to your quarterly commentary to the invite for your next private dinner, sophisticated clients judge you on presentation. Assist becomes the in-house team producing everything at that level — so your marketing reflects the caliber of your practice.
Sound familiar?
The challenges we take off your plate
If any of these hit home, you're exactly who Assist was built for.
✕Your brand doesn't match the caliber of clients you serve.
With Assist: We design a premium brand and website that signal sophistication and trust from the first impression.
✕Referrals are strong, but you have no engine for net-new HNW growth.
With Assist: We build thought leadership, private events, and targeted campaigns that create warm introductions to HNW prospects.
✕Client communications are ad-hoc and inconsistent.
With Assist: We produce elegant quarterly commentaries, market updates, and personal touches at scale.
✕Hiring a marketing director costs more than you'd spend on Assist for years.
With Assist: Get a full team for a fraction — with faster turnaround and no management overhead.
Exactly how Assist helps
One dedicated team handling everything around your work — so you can focus on what only you can do.
Premium website & brand
A refined site and identity that signal trust and expertise to HNW clients.
Thought leadership
Ghostwritten articles, whitepapers, and market commentary that build authority.
Private event marketing
Invites, landing pages, and follow-up for client dinners, salons, and educational events.
Client communications
Quarterly reviews, client letters, and personalized touches at scale.
LinkedIn & video
Consistent, sophisticated presence that reaches HNW audiences.
Print & presentations
Pitch books, family-office one-pagers, and review materials that impress.
What you get back
The real cost isn't just money — it's your time and focus. Here's what Assist gives back.
than hiring in-house or juggling freelancers to support wealth managers
handed back by delegating the work instead of doing it yourself
from idea to done — across every service you need
Everything handled, under one simple plan
The All-Access Plan makes Assist your on-demand team for everything wealth managers need — websites, design, marketing, content, social, admin, and more — for one flat monthly rate. Use it as much or as little as you need; everything is simply there the moment it comes up, and you never pay for services you don't use.
- Every service included — no per-project fees
- One dedicated team, one point of contact
- Unlimited requests, with revisions included
- One flat rate — cancel, pause, or scale anytime
Choose how you'd like to pay — prepay and save
All-Access Plan
Everything Assist offers, available whenever you need it.
Billed $995 monthly. Prepay above to lock in a lower rate.
- Access to everything Assist offers — use what you need
- Unlimited requests
- Social media, websites & creative — on demand
- Marketing, strategy & consulting whenever it comes up
- One flat rate — never pay for what you don't use
- Cancel anytime
Custom
Dedicated capacity, shaped around you.
Have heavy or time-sensitive workloads? We'll dedicate additional resources to your account.
- Dedicated capacity for higher throughput
- Faster turnaround at scale
- Dedicated account management
- Tailored scope built around your goals
- Priority support
Frequently asked questions
How does Assist work for wealth managers?+
You tell us what you need in plain English and our team handles it end-to-end — from strategy to execution. Everything is covered by one flat monthly All-Access Plan, so there are no per-project quotes or surprise invoices.
How quickly can we get started?+
Most people are up and running within a few business days. Once we understand your goals, we share a clear plan and get straight to work.
How do revisions and feedback work?+
Revisions are included. Just share your feedback and we turn it around quickly — no back-and-forth and no extra invoices.
Is there a long-term contract?+
No. The plan is month-to-month by default, so you can scale up, scale down, or pause anytime. Prepay terms simply lock in a lower rate.
Will I own everything you create?+
Yes. You retain full ownership of all deliverables, files, and any accounts or platforms we work in on your behalf.