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Melanie DeCarolis

Melanie DeCarolis

Content, Strategy & Execution
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Financial Services 

Federal Employee Financial Planning Landing Page

Lead-gen landing page to help a national wealth manager reach federal employees in need of objective advice about their government buyout offers.

Jun 26 25June 26, 2025

Article at creativeplanning.com

Integrating Every Aspect Financial Life Landing Page

Lead-gen registration page for a national wealth manager.

Jun 26 25June 26, 2025

Article at creativeplanning.com

Liquidity and Exit Planning

Liquidity and Exit Planning

Service page I wrote for UHNW investors looking to exit their businesses.

Jun 26 25June 26, 2025

Article at creativeplanning.com

Liquidity and Exit Planning
Hedge Fund Deck

Hedge Fund Deck

Presentation deck for a hedge fund manager specializing in distressed businesses. Identifying information has been redacted for confidentiality.

Jul 29 24July 29, 2024

PDF at Melanie on Authory

Hedge Fund Deck
G&S Quarterly Recap

G&S Quarterly Recap

Gottfried & Somberg is an independent wealth manager in Connecticut with $2B AUM. For many years, I wrote their quarterly market recaps to clients.

Jul 29 24July 29, 2024

PDF at Melanie on Authory

G&S Quarterly Recap
UHNW Web Copy.docx

UHNW Web Copy.docx

This copy (USP, FAQ, client examples) was written for a wealth manager that merged with another firm in 2018.

Jul 29 24July 29, 2024

PDF at Melanie on Authory

UHNW Web Copy.docx

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