Federal Employee Financial Planning Landing PageLead-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, 2025Article at creativeplanning.com
Integrating Every Aspect Financial Life Landing PageLead-gen registration page for a national wealth manager. Jun 26 25June 26, 2025Article at creativeplanning.com
Liquidity and Exit PlanningService page I wrote for UHNW investors looking to exit their businesses. Jun 26 25June 26, 2025Article at creativeplanning.com
Hedge Fund DeckPresentation deck for a hedge fund manager specializing in distressed businesses. Identifying information has been redacted for confidentiality. Jul 29 24July 29, 2024PDF at Melanie on Authory
G&S Quarterly RecapGottfried & 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, 2024PDF at Melanie on Authory
UHNW Web Copy.docxThis copy (USP, FAQ, client examples) was written for a wealth manager that merged with another firm in 2018. Jul 29 24July 29, 2024PDF at Melanie on Authory