How Fiat Wealth Generated 579 Prospects and $39M+ in New Assets with Wealth.com

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For many advisory firms, estate planning remains fragmented, relying on outdated documents, external attorneys, and processes that leave clients confused about their own plans. In this case study, Brad Gotto, CEO of Fiat Wealth Management, shares how his firm transformed its estate planning approach to deliver clearer guidance, stronger client engagement, and measurable business growth.

Working with first-generation wealth clients with $1–$10 million in assets, Brad needed a solution that could simplify complex estate structures while allowing his team to take greater ownership of the planning process. By implementing Wealth.com, Fiat Wealth was able to streamline estate analysis, use AI-powered document insights to better understand existing plans, and guide clients through estate decisions with clarity and confidence.

The results were significant: increased client engagement, stronger differentiation in competitive prospect situations, and powerful ROI from estate planning workshops that generated hundreds of appointments and dozens of new client relationships.

Download the full case study to learn how Fiat Wealth Management used Wealth.com to simplify estate planning, deepen client relationships, and turn estate conversations into a meaningful driver of firm growth.