Case Studies

Jared sees Wealth.com as a key differentiator in an industry that’s evolving toward deeper client engagement and holistic service.

“Wealth.com didn’t just add a service to our offering. It changed the kind of conversations we have with clients, and that’s what’s driving referrals and new AUM.”

David Wood, Founder and Chief Visionary Officer of Gateway Financial Partners, saw a gap the industry doesn’t talk about enough: referrals to estate planning attorneys mostly go out the door and never come back. As an early adopter of Wealth.com, David found a way to close that gap, using it to enhance the client experience […]

Andrew Aubrey, Financial Advisor at Gateway Financial Partners, kept hearing the same answer when he asked clients about wills and trusts: no, because an attorney costs thousands of dollars and takes forever. With Wealth.com, that objection disappears. A husband and wife with zero estate documents sat down with Andrew at 6pm and had everything done […]

Derek Mazzarella, CFP at Gateway Financial Partners, kept hitting the same wall: clients referred out for a will would put it off indefinitely. With Wealth.com, that referral becomes a scheduled meeting he manages start to finish, so nothing falls through the cracks. Keeping the process in-house also means Derek stays in every conversation — what […]

Mike Rickett, Financial Advisor and Financial Planner at Gateway Financial Partners, kept running into the same gap: most clients either had no estate planning documents or documents that were years out of date. With Wealth.com, that gap closes inside the financial planning process itself — a single guided onboarding workflow that captures each client’s objectives […]

Estate planning is often viewed as a client service, but for Imperia Wealth Management, it became one of the firm’s most effective growth strategies.

Blaine Malcolm, Partner and Wealth Manager at Merit Financial Advisors, had spent years watching estate planning stall. Clients knew they needed documents, but never got them done. With Wealth.com, what once took multiple meetings and hours of conversation now happens in a single ninety-minute session. More importantly, Blaine found an unexpected growth lever: by helping […]

See how advisor Mike Weckenbrock uses Wealth.com to bring estate planning in-house, simplify workflows, and deliver a better client experience.

Camryn Brown shares how Wealth.com has simplified the estate planning process for both advisors and clients.

Ross Viergever of Symphony Wealth Group shares how Wealth.com transformed the way his firm delivers estate planning to clients.

In this testimonial, Sanger Smith, founder of Decidedly Wealth Management, shares how Wealth.com transformed the way he delivers estate planning for clients. Sanger begins with a deeply personal story about his grandfather passing away without a will, an experience that shaped his commitment to helping families avoid unnecessary stress and uncertainty. He recounts working with […]