Fill Your Pipeline With Wealthy Clientele
Done for you advertising with performance guarantee.
50+
firms served
9+
Years in client acquisition
100%
Focused on marketing to the ultra-wealthy
Client results
Real firms. Real numbers.
Partners who went from referrals and burned ad budgets to a full calendar. Three of their stories:
How it works
results in 3 steps
Six done-for-you services that work as one system. Each stage hands the next one better prospects.
01
Position
You are the best at what you do. But your online presence doesn't agree. We start by branding you as the authority you are.
02
Launch
After positioning, we launch your initial ads to your dream clients while we get initial KPIs.
03
Scale
Once the numbers are within KPI we ratchet up the spend and scale your firm to the next level.
Meet the founder
Built for attracting wealthy clientele
Wealthy Clients is the first marketing agency built specifically around advertising upmarket. We believe moving to the top of the pyramid, and help our clients do the same.
Daniel Schulte cracked client acquisition in 2018 with a sales system that kept his own calendar full.
One test run in the tax niche worked so well that he rebuilt the company around it.
Today the company works with tax advisors, wealth managers, fractional family offices, capital raising firms, estate planners, and more.
From the blog
Insights for marketing to the ultra-wealthy
Lead generation, funnels, copy and follow-up for wealthy individuals, plus the full client stories.
$12K lost. Now his funnel prints qualified appointments weekly.
High-value leads, massive ROI, and growth for a top-tier tax attorney.
Discover proven media buying strategies for tax pros to scale your client base, increase visibility, and boost ROI.
Your next step
ready to move upmarket?
There are two ways in. Pick the one that fits where your firm is today.
Ready to grow now
Apply for a demo call
A two-minute application. If we're a fit, we show you exactly what we'd build for your firm. No pitch.
We reply within 2 business days.
Still researching
explore the free resources
Daniel breaks down the ads, funnels and follow-up behind these results on YouTube. Free, no form to fill.
No call needed.
FAQ
Questions our partners ask first.
Straight answers from people who were once in your shoes.
We don't just generate leads. We pre-sell them with a video sales letter that filters out tire-kickers and positions you as the trusted authority before they get on a call.
A complete marketing system: ads, funnel, video script, application form and calendar integration, all built for you, plus optimization, strategy and support.
We've worked with CPAs, EAs, tax attorneys, cost segregation firms, fractional CFOs and wealth managers. It works best with professionals whose expertise is exceptionally valuable to the affluent.
Referrals are great but inconsistent. This layers a predictable stream of high-quality prospects on top of them, so you no longer depend on word of mouth.
Not very. We handle the copy, funnel, ads and video scripting. We only need a little of your time to learn your offer and voice.
The marketing agency built only for tax planners.
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