--- title: "Wealth Management Firm — #1 Ranking on Google | Aspen" description: "This firm was built to serve affluent families with sophisticated planning. Its vision reached well beyond the local market, but tech was never the focus. Aspen took full ownership of the digital presence and rebuilt it to match the caliber of the firm." lang: en json-ld: | [ { "@context": "https://schema.org", "@graph": [ { "@type": "Organization", "name": "Get Aspen", "url": "https://getaspen.com", "logo": "https://getaspen.com/apple-touch-icon.png", "description": "AI implementation firm for financial advisors. Strategy, content, automation, and growth executed by operators who become your AI team.", "sameAs": [ "https://www.linkedin.com/company/getaspen" ] }, { "@type": "WebSite", "name": "Get Aspen", "url": "https://getaspen.com" }, { "@type": "FAQPage", "mainEntity": [ { "@type": "Question", "name": "What is Get Aspen?", "acceptedAnswer": { "@type": "Answer", "text": "Get Aspen is an AI implementation firm for financial advisors. We become your AI growth team, powered by Aspen Agent, our AI platform built for advisors." } }, { "@type": "Question", "name": "Who does Aspen work with?", "acceptedAnswer": { "@type": "Answer", "text": "Aspen works with ambitious financial advisory firms and RIAs that want to grow through AI-powered strategy, content, lead generation, client servicing, and automation." } }, { "@type": "Question", "name": "How is Aspen different from marketing software?", "acceptedAnswer": { "@type": "Answer", "text": "Aspen is an AI agent that runs the work, not a tool the advisor has to configure. It sounds like the firm, stays compliant, and operates as a teammate that executes across marketing, lead follow-up, and client communication." } }, { "@type": "Question", "name": "What does Aspen Agent do for a firm?", "acceptedAnswer": { "@type": "Answer", "text": "Aspen Agent runs websites, lead generation, outreach sequences, content, email nurture, and client servicing workflows like annual reviews, referrals, and Google reviews — end to end." } }, { "@type": "Question", "name": "How do I get started with Aspen?", "acceptedAnswer": { "@type": "Answer", "text": "Book a call with the Aspen team to walk through your firm's goals. If it is a fit, Aspen builds and runs your growth engine for you." } } ] } ] }, { "@context": "https://schema.org", "@type": "Article", "headline": "A digital foundation rebuilt from the ground up.", "description": "This firm was built to serve affluent families with sophisticated planning. Its vision reached well beyond the local market, but tech was never the focus. Aspen took full ownership of the digital presence and rebuilt it to match the caliber of the firm.", "image": "/__l5e/assets-v1/1b747b97-4aaa-40b5-b7f8-7e04ccf1e2c7/maverick-wealth-story-v4.png", "author": { "@type": "Organization", "name": "Get Aspen" }, "publisher": { "@type": "Organization", "name": "Get Aspen" } } ] --- [aspen ](#top) [Approach](#work)[Operators](#operators)[Work](#approach)[Resources](/resources) [Book a Demo](https://calendly.com/d/3rs-82d-kpc) [All transformations](/#approach) Story 01 · Website · SEO · Growth # A digital foundation rebuilt from the ground up. This firm was built to serve affluent families with sophisticated planning. Its vision reached well beyond the local market, but tech was never the focus. Aspen took full ownership of the digital presence and rebuilt it to match the caliber of the firm. Wealth Management Firm · Texas #1 Ranking on Google ![Wealth Management Firm case study](/__l5e/assets-v1/1b747b97-4aaa-40b5-b7f8-7e04ccf1e2c7/maverick-wealth-story-v4.png) #1 Ranking on Google 340% Increase in organic traffic 4× Organic discovery meetings "I know that I'm only there because of you. And I want you to know that I know that, and that I appreciate that." Wealth Management Firm · Texas ## The challenge The firm's previous provider had left it exposed. The site went down entirely from domain and DNS mismanagement, costing visibility and credibility. Roughly ten domains were scattered across providers with no clear ownership. The foundation needed to be rebuilt, not patched. ## The approach Aspen took full ownership. We redesigned the site to convert affluent investors, integrated a homepage video of the founder speaking to his ideal client, added a downloadable Retirement Income Guidebook, and embedded his Elite Success magazine feature as social proof. Then we consolidated every domain back under his control and rebuilt search visibility from the ground up. ## The outcome Even through a full rebuild and domain migration, the work compounded. Maverick Wealth saw a sharp increase in organic traffic, drew 500 organic visitors in a single month, and recovered full domain ownership with rankings rebuilding fast. ## What we ran - Full website redesign - Homepage video integration - Lead-gen guidebook - Magazine social proof - SEO & Google Business setup - Domain consolidation Aspen partnership ## The team behind your AI transformation. [Book a Demo](https://calendly.com/d/3rs-82d-kpc) aspen An AI implementation firm for modern financial advisors. 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