CA
Carly Augeri
Director Of Strategy And Client Experience at Wealth Matters Consulting
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Work Experience
Director Of Strategy And Client Experience
Mar 2024 - Present · 9 months
Communications & Technology Chair
Feb 2020 - Present · 4 years and 10 months
Marketing Manager
Feb 2021 - Feb 2024 · 3 years
Company Details
Wealth Matters Consulting is a firm founded to provide marketing, public relations, and creative branding support to those in the wealth industry who's target market includes ultra high-net-worth and high-net-worth clients. We have extensive experience working with firms on both traditional and social media platforms. We focus on first establishing a brand and firm identity, and then use niche communication channels to create visibility and brand awareness via thought-leadership which can lead to engagement and attention from referral sources and clients. We help firms find their voice and create custom collateral to connect with their target audience. Expertise in wealth, social media, branding, marketing strategies, next gen marketing, and social media best practices. Delivering targeted marketed programs aimed at particular segments of the UHNW/HNW space.
Year Founded
2012
Social Media
Linkedin
Industry
Financial Services
HQ Location
319 Clematis St West Palm Beach, Florida 33401, US
Keywords
BrandingMarketingUHNW/HNWCollateral CreatioPR/Media Financial ServicesFamily OfficeThought LeadershipWealth Marketing StrategiesSpeaking EngagementsWeb Development
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