INDUSTRY FOCUS

Private Wealth Management

Connect With Your Niche

Marketing yourself effectively as a financial advisor requires more than showing your expertise in portfolio management and tax planning. You have to show how these topics affect the specific sub-segments and niches of the investor universe that you’re trying to reach. From ultra-high-net-worth to mass affluent, we understand the various concerns of investors across the wealth spectrum.

Experience Writing About Topics Where Advisors Add Value

In a world of robo-advisors, passive investing, and fee compression, financial advisors must work harder to show the ways they are adding value for investors. We work with private wealth management firms to highlight the ways they guide clients through their most pressing financial decisions and build enduring wealth. Topics we’ve written about for wealth managers include:

Portfolio Management

  • Accessing alternatives
  • Asset allocation
  • Impact investing and ESG
  • Roth vs. traditional IRAs
  • Preparing for volatility
  • Tax-loss harvesting

Wealth Planning

  • Behavioral finance
  • College savings strategies
  • Estate planning and wealth transfer
  • Family office services
  • Goals-based planning
  • Philanthropic strategies

Executive Compensation

  • Concentrated stock positions
  • Liquidity events for business owners
  • Private placement life insurance
  • Qualified small business stock
  • Stock options and restricted stock
  • Succession planning

Case Studies

Building Loyalty Through a Quarterly Newsletter

Through a quarterly newsletter, we help The Retirement Network stay connected with clients and answer some of their most common questions about taxes and investment markets.

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Explaining Year-End Tax Strategies With Interactive Content

Using video, an interactive landing page, and an e-book, we partnered with a private wealth management firm to tell a multimedia story about new year-end tax planning strategies created by tax reform.

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Educating Entrepreneurs About Liquidity Events

For a wealth manager with a large presence in Silicon Valley, we wrote a series of case studies on how entrepreneurs can navigate stock options, IPOs, and other liquidity events in a tax-efficient manner.

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“We enjoy working with the WFC team because they are proactive and independent thinkers, which allows us to do more in terms of our thought-leadership efforts. We appreciate their ability to take our insights and run with them.”
Kimberly Ann Flynn, CFA, Managing Director of Alternative Investments at XA Investments
“Our ability to communicate effectively with America’s corporate boards is critically important to our firm’s success. We consider Scott and his team to be communications experts—and valuable partners in this mission.”
James J. Drury, III, Founder, Chairman, and CEO of James Drury Partners
"The writers at WFC are able to take complex wealth management and tax topics and explain them in a way that makes it easy for our clients to understand how these issues affect their financial goals."
Drew Grider, CFA, President of The Retirement Network
“Wentworth Financial Communications has helped our firm take complicated financial concepts and communicate them clearly and concisely.”
Jeff Pettiford, Head of Business Development and Investor Relations at Window Rock Capital Partners
“Scott has an incredible ability to quickly understand what I am trying to convey, and then to distill it down to simple terms that are easy to read and understand without losing the critical messages."
Andrew Cohan, Halmos Capital
“WFC was able to take our ideas and turn them into a white paper and webinar content with little guidance from us. They worked with enthusiasm and excelled at managing the timeline and following up methodically throughout the project.”
Kimberly Ann Flynn, CFA, Managing Director of Alternative Investments at XA Investments