Financial Services
$30M under management inside 90 days — now $50M and growing strongly.
Walter Wealth
SITUATION
Walter Wealth's founders set out to build a new advisory brand balancing warmth with authority, and to go from concept to national launch in under 12 weeks in an oversaturated market.
THE BRIEF
Wealth advisory firm repositioned as a national authority with a premium digital platform.
PROCESS · THE 3D MOVE
Discovery & Strategy
Strategy sessions defined positioning around clarity, confidence and legacy, with audience insight, tone-of-voice frameworks and a messaging hierarchy that humanised complex finance.
Design & Develop
A distinctive, minimal brand identity and a website optimised for conversion and education, with video and content showcasing client success and advisor credibility.
Deploy & Support
Brand and website launched within 90 days, with targeted campaigns across Google, Meta and LinkedIn and CRM workflows embedded from day one.
Deepen loop
Jewell continues on content, marketing strategy and digital optimisation.
WHAT SHIPPED
- Positioning and messaging hierarchy
- Brand identity
- Conversion + education website
- Video and content assets
- CRM and automation
- Acquisition campaigns
THE RESULT
SO WHAT
Trust is the product. Position around clarity, confidence and legacy, then make every touchpoint earn it.