Cove Wealth · Independent RIAs
Outsourced marketing for independent advisors.
Institutional marketing expertise. Built for independent advisors.
You’ve built an advisory practice. Now it’s time for your marketing to work just as hard as you do. Cove brings financial-services marketing experience, strategy, creative and execution together—without the cost or complexity of building an internal marketing department.
The capacity to grow
More than marketing support. A team that connects the work.
Your firm may already have a website partner, a content provider or someone managing social media. The missing piece is often the internal capacity to develop a growth strategy and execute it consistently. Cove connects those efforts around your ideal clients, your value proposition and your firm’s priorities.
Founder David Shanahan brings enterprise-scale marketing experience across insurance and financial services. Cove adapts that perspective to independent advisory firms, with senior direction and an outsourced team that carries the work through. This is David’s professional experience, not a claim about Cove’s client roster.
From strategy to execution
A marketing department built around your practice.
Growth strategy & positioning
A written marketing plan, defined client personas and a clear value proposition that reflects who you serve and why clients choose your firm.
Brand, website & thought leadership
A credible digital presence, educational content and advisor communications that make your expertise clear to prospective clients.
Campaigns & relationship development
Coordinated email, events, referral-partner outreach and client communications, planned around your firm’s review requirements.
Advisor enablement & operations
Conversation materials, prospect follow-up, CRM workflows and reporting connected to qualified inquiries, new-client relationships and organic growth.
Client compliance approval
Creative momentum. A deliberate review process.
RIA advertising can be subject to the SEC investment adviser marketing rule. We plan for your firm’s compliance review before publication—not as an afterthought. Cove provides marketing support, not legal advice or a guarantee of regulatory compliance.
01
Agree the guardrails
Identify your compliance reviewer, approval requirements and recordkeeping process when scoping the work.
02
Review before release
Route materials to your designated reviewer, with particular care around testimonials, endorsements and performance claims. Publish only after client approval.
03
Document the handoff
Provide final approved materials and agreed approval records for your firm’s retention process. Your firm and its advisers remain responsible for legal and regulatory decisions.
Start with the right scope
An ongoing team or one focused project?
Tell us where your advisory firm wants to grow. Start with a focused project or discuss an ongoing outsourced team, with deliverables and compliance-review responsibilities agreed before work begins.