Client Stories
Hear From Our Clients
Advisors on what actually changed after their site started working, in their own words, unscripted.
“One request updated my name across the entire website in seconds.”
Thomas serves 55 to 65 year olds in the decade before retirement. His old Webflow site came with a 12-page manual just to publish a blog post. Now his podcast, videos, and weekly posts land on one site built to be found by ChatGPT and Claude.
Thomas J. Manetta, MSFA, Founder · Manetta Wealth Management
“At least two prospects told me they found me through AI search, and they became clients.”
An independent fee-only RIA in West Chester, PA working with pre-retirees and retirees. Since the new site launched he has seen more intro meetings and new clients, and he publishes three pieces of content a week in about 45 minutes to an hour.
Ryan Langan, CFP®, Founder · Your Path Fi
“I needed a website that works 24/7 while I keep my day job.”
A one-person RIA in its first year. His do-it-yourself Squarespace site never booked a single appointment. The WealthReach build went live about a month and a half after the first meeting, and his first six suggested posts took 10 to 15 minutes to publish.
Austin Hunt, CFP®, CIMA®, Founder · Hunt Wealth Planning
“From zero website appointments to double digits booked in a single week.”
Presilium launched out of Merrill Lynch in 2022 with 220 families and $250M. It now serves roughly 400 families with about $820M, and prospects find the firm through ChatGPT and Google, read the reviews, and schedule directly.
Brook Hart, President · Presilium Private Wealth
“Prospects asked AI for a reputable financial planner. It gave them my name.”
Allan writes for the Financial Post and MoneySense, but readers were landing on a site he bought for $1,000 ten years ago. A $25,000 redesign elsewhere stalled for months. The WealthReach build went live in about a month; two months on, analytics show roughly 100% improvement across every metric.
Allan Norman, Founding Partner · Atlantis Financial
“Ten leads in the first two weeks, in our slowest season.”
A $1.2B Bay Area firm run by CPAs. Every website change used to route through an outside manager and take two to five business days. Edits are now instant, and the site is built for SEO and AEO together.
Trevor Scotto, Partner & Co-Founder · Fiduciary Financial Group
“One or two leads a week became one or two a day.”
A fee-only RIA on Long Island with 30+ years behind it. The old site read like a brochure and the SEO wasn't there. Now prospects book straight from the site with their net worth and interests already filled in.
Gerry Barrasso, CPA, CFP®, PFS, President & Founder · United Financial Planning Group
In Their Own Words
Short clips from client interviews, plus texts, emails, and DMs from advisors after their site went live. Names and contact details in messages are covered until each client approves, and unrelated parts of a thread are cropped out. The words are never edited.
“I have like 18 financial plans that I'm working on.”
Jose Vivero, CFP®, EA, Financial Advisor · United Financial Planning Group
WealthReach co-founder Michael Barrasso is Director of Business Development at United Financial Planning Group.
“It has to be the best advisor website I've ever seen.”
Jason P. Berube, President & Founder · Cornerstone
“I found myself tweaking my website more than I was out there bringing on clients.”
Jason P. Berube, President & Founder · Cornerstone
