Educational / Authority-Led
Ad #1: The Coordination Gap
Hook Variations
- "Most people with $2M+ have 3 advisors. None of them are talking to each other."
- "Your CPA says one thing. Your attorney says another. Your advisor shrugs."
- "You have a financial advisor, an accountant, and a lawyer. Who is making sure they all agree?"
Primary Text
Most people with $2M+ have 3 advisors. None of them are talking to each other.
Your CPA files your taxes. Your attorney handles your estate. Your financial advisor manages your portfolio. But nobody is coordinating the full picture.
That is how families overpay in taxes. Miss estate planning windows. Or get conflicting advice at the worst possible time.
At PWMA, we sit at the center. We coordinate with your CPA, your attorney, your insurance carrier. One team. One plan. Nothing falls through the cracks.
Ranked #15 nationally by InvestmentNews. Fee-only. Independent. Serving 350+ families across Greater Boston.
Proof-Led / Credibility-Led
Ad #2: The Rankings
Hook Variations
- "475 million dollars. 350 families. One question: Is your advisor doing enough?"
- "InvestmentNews just ranked the top financial professionals in America. #15 is right here in Waltham."
- "USA Today named 40 top RIAs in the country. One of them is 20 minutes from your house."
Primary Text
InvestmentNews just ranked the top financial professionals in America. #15 is right here in Waltham.
PWMA also made USA Today's Top 40 RIAs nationally. But rankings are not why 350+ families trust us with $475M in assets.
They trust us because we are fee-only. We do not sell products. We do not earn commissions. We work for you.
George Webb built PWMA after decades at Nuveen, Fidelity, and Northern Trust. He left Wall Street to build something independent. Something where the client always comes first.
If your situation is complex (business sale, inheritance, retirement within 5 years), we should talk.
Story-Led / Situational
Ad #3: The Business Exit
Hook Variations
- "You just sold your business for $8M. Your phone is ringing off the hook with advisors."
- "After 30 years of building your company, you finally got the offer. Now what?"
- "The inheritance came through. It is more money than you have ever managed. And everyone has an opinion."
Primary Text
You just sold your business for $8M. Your phone is ringing off the hook with advisors.
Every one of them has a "perfect plan." Most of them earn a commission if you say yes.
Here is what they will not tell you. The tax decisions you make in the next 90 days could cost you $500K or save you $500K. And most advisors are not coordinating with your CPA to figure out which.
PWMA is fee-only. We do not sell products. We build a plan around your actual life. Your family. Your goals. Your timeline.
George Webb spent decades at Nuveen, Fidelity, and Northern Trust before going independent. He built PWMA for people in exactly this situation.
350+ families. $475M+ managed. Quietly. Carefully.
Production Notes
Why these three ads work together:
- Ad #1 (Educational) targets the largest audience. Anyone with multiple advisors who aren't coordinating. This is the awareness builder.
- Ad #2 (Proof-Led) targets people actively looking or questioning their current advisor. Rankings do the heavy lifting.
- Ad #3 (Story-Led) targets the highest-value prospects. Business sellers, inheritors, major transitions. Smaller audience, highest lifetime value.
First-mover advantage: No competitor RIA in Greater Boston is running Meta ads to HNW audiences right now. These three ads would give PWMA exclusive access to this channel.
Recommended starting budget: $50-$75/day across all three. Enough to generate 15-25 qualified website visitors daily and 3-5 consultation requests per week within 30 days.