Wealthy Relations

Building trust and loyalty is core to our strategy.

Gavin engages with wealth management firms, credit unions, banks and other financial institutions across the Mid-Atlantic region and nationwide to improve their brand position through earned media placements, thought leadership content, strategic media buys and comprehensive digital marketing strategies.

Our Clients

Our team of communications strategists, former reporters and public relations professionals cultivate relationships with thought leaders and leverage extensive contacts at media networks across the country to identify reliable sources for reporters on tight deadlines and deliver consistent and timely media wins for our clients. Our work has delivered click-worthy, front page, above-the-fold media coverage for leading boutique and independent wealth management firms and financial clients at the local, regional, national, and trade media levels.

Finance Case Studies

Community First Fund Case Study

Community First Fund

PeoplesBank Case Study

PeoplesBank

Telemus Case Study

Telemus Capital

XML Case Study

XML Financial Group

Kovitz Case Study

Kovitz Investment Group

Creating Connections and Loyalty

Our comprehensive services and experience in public and private wealth management, combined with our senior team’s B2B marketing and media relations expertise, guide us in evolving your influence and support your client/customer and team growth outcomes.

We offer fully integrated marketing services to build strong brand relationships to attract customers, clients, prospects and talent to support the long-term business goals of your firm or institution.

Positioning Our Clients as Thought-Leaders

Brett Bernstein, CEO and Co-Founder of Rockville, Maryland-based XML Financial Group, appears on The RIA Podcast with Seth Greene. The podcast features top financial executives who share tips on successfully managing their firms, growing their businesses and influencing the industry.

Transitioning From (Divorce) Attorney to Financial Advisor

by Michael Kitces with Patrick Kilbane | Podcast

Patrick Kilbane, Partner and Director of the Divorce Advisory Group for Ullmann Wealth Partners in Jacksonville Beach, Florida, joins the Financial Advisor Success podcast with Michael Kitces, a popular blogger and advisor.

Our Services include:

  • Brand Strategy
  • Drafting Press Releases/Advisories/Op-eds
  • Media Relations
  • Story/Topic Pitching
  • Media Opportunity Coordination and Follow-ups
  • Media Prep
  • Gatekeeping
  • Thought Leadership
  • Feature Story Placement
  • Social Media Management
  • Website Development
  • Digital Marketing
  • SEO/SEM Services
  • Creative Design
  • Video Templates/Video Editing
  • Email Marketing/Newsletters
  • Corporate Communications
  • Video Content

Let our team tackle your challenge.