Logo for ShoreHaven Wealth Partners featuring a circular design with horizontal lines and wave patterns.

How Do You Make an Independent Wealth Management Firm the One People Think of Before They’re Even Looking?

Shorehaven website
Shorehaven website
shorehaven Instagram
shorehaven Instagram

Brand Strategy

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Thought Leadership

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Content Marketing

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Copywriting

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Social Media

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PR Strategy

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Brand Strategy | Thought Leadership | Content Marketing | Copywriting | Social Media | PR Strategy |

Text reading 'The Littuation' in a stylized font on a black background.

ShoreHaven Wealth Partners is an independent RIA in Red Bank, NJ. Michael Durso and Mike Lombardi had the track record and the client results. The challenge was visibility. Their website averaged 13 sessions per day, and AI search engines didn’t know they existed.

Brand Strategy

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Thought Leadership

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Content Marketing

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Copywriting

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Social Media

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PR Strategy

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Brand Strategy | Thought Leadership | Content Marketing | Copywriting | Social Media | PR Strategy |

Text graphic with the words 'What We Died' in large, stylized font.

The Play: Don’t advertise financial planning. Build the firm’s public reputation so the referral happens before the conversation starts.

We built ShoreHaven’s thought leadership program from the ground up and amplified four major industry rankings across 2022 through 2024. We brought in OpenForge to build AI visibility from zero. Within months, the firm was generating 60 monthly AI queries by name. Homepage queries jumped 94% month-over-month. Services page queries surged 200%. Website sessions went from 13/day to 130, a 900% increase. Social views crossed 418,657 over 30 days. The Jhared Hack “Bet on Yourself” campaign gave ShoreHaven a creative asset unlike anything in the independent RIA space.

Results:Website traffic: 13/day to 130/day (+900%). Social: 418,657 views, 942 interactions (+398%). AI visibility: 0 to 60 monthly queries. 19 PHOENIX articles queued. Jhared Hack campaign produced and approved. Four industry rankings amplified across 2022 to 2024.

“Having Player/Coach coming from a marketing background with a lot of different industries has allowed us to pull from those areas. Various new clients are talking about us or reaching out to us because of the work they’ve done.”

— Michael Durso & Mike Lombardi, Partners, ShoreHaven Wealth Partners

That’s how you win in wealth management before the prospect even picks up the phone, by being the firm they already trust.

Brand Strategy

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Thought Leadership

|

Content Marketing

|

Copywriting

|

Social Media

|

PR Strategy

|

Brand Strategy | Thought Leadership | Content Marketing | Copywriting | Social Media | PR Strategy |

A man sitting at a desk working on a computer in an office, with framed photographs on the wall and a window with blinds behind him.
People walking past the entrance of the New York Stock Exchange building in Manhattan.
Two women standing together at a baseball stadium, smiling at the camera with the field and spectators in the background.
A man with a serious expression sits in front of a Shorehaven Wealth Partners sign in an office.
A portrait of a smiling man with dark curly hair and a beard, wearing a dark suit, light blue shirt, and orange tie, against a plain gray background.
Six people are standing together in front of a baseball field during daylight. The group consists of two women and four men, all smiling. The baseball field and stands are visible in the background.
A woman with shoulder-length light brown hair, wearing a black sweater with white lines, sitting indoors with a blurred blackboard and a plant in the background.
People standing in line on the trading floor of the New York Stock Exchange, with multiple electronic stock ticker displays and monitors showing financial information above them.
Professional headshot of a man in a dark suit, white shirt, and patterned tie, smiling against a neutral gray background.

See The Full Brand in Action:

Shorehaven Website
Shorehaven Website
Shorehaven Instagram
Shorehaven Instagram