Slash builds and manages Meta, Google & TikTok Ad campaigns that bring affluent investors directly to your firm — reaching the right people at the moment they're actively looking for an advisor.
Trusted by leading companies to grow their business
Our clients don't just stay — they refer. The numbers we deliver are astronomical compared to industry benchmarks, and no, they don't come from following ad platform playbooks or advice from online gurus. This is a proprietary method built from years of obsessive testing and refinement across hundreds of premium campaigns.
This is why over 60% of our new clients come from referrals. When the results are this clear, our clients do the selling for us.
Google Ads Performance
Meta Ads Performance
TikTok Ads Performance
Get Started
Get a custom strategy built around your firm's AUM growth targets — no generic playbooks.
What You Get
We build custom audiences from income signals, investment behavior, financial life-stage triggers, and lookalike profiles of your best existing clients — so your ads reach the people most likely to become high-value relationships.
Our creative team builds ad messaging that resonates with HNW investors while respecting FINRA and SEC advertising guidelines. No performance guarantees, no misleading claims — just credibility-first content that earns clicks from serious prospects.
From awareness to consultation booking — including retargeting sequences that keep your firm in front of warm prospects. We optimize weekly against qualified consultation bookings, not vanity metrics like impressions or click-through rates.
The Challenge
Referral-based growth has a ceiling — and most wealth managers hit it sooner than they expect. Your existing clients' social circles are finite. When referrals slow down, so does your pipeline. You have no lever to pull, no way to accelerate, and no predictability around when the next qualified prospect will walk through the door. That's not a growth strategy; it's hoping.
Meanwhile, your competitors are already using digital ads to capture the same affluent prospects you're trying to reach. Business owners approaching a liquidity event, executives five years from retirement, high earners with complex estate planning needs — they're on Google searching for advisors right now. If your firm isn't showing up, a competitor is taking that meeting.
Slash transformed our client acquisition. Within 90 days we went from relying entirely on referrals to having a consistent flow of qualified prospects with investable assets above $1M.
— Managing Partner, Boutique Wealth Advisory
Our Approach
We set up campaigns to optimize for consultation bookings — actual meetings with prospects who have real investable assets. Not impressions, not click-through rates, not any metric that doesn't show up in your calendar.
Our creative works within financial advertising regulations. No performance promises, no misleading returns language — campaigns your compliance team can approve and your prospects can trust from the first impression.
We limit the number of wealth management clients we take in each geographic market. Once we're working with you, we're not running the same playbook for your direct competitor down the street.
What you won't get
Results
Wealth Management
Independent RIA struggling with a referral plateau — brought in a consistent flow of qualified prospects within 90 days of launch.
Financial Planning
Fee-only planner entering a competitive metro market — scaled from zero digital presence to a full consultation calendar in under 3 months.
The Process
We learn your practice, your ideal client profile, and what makes someone the right fit — so we build targeting around your actual ICP, not a generic wealth management persona.
A clear ad strategy built around where affluent investors spend time online — including which platforms, which audience segments, and which messages will resonate at each stage.
Meta, Google, and TikTok campaigns launched, tested, and optimized weekly — with compliance-aware creative and full-funnel retargeting to capture prospects at every stage of the decision cycle.
Qualified consultations appearing in your calendar — not just clicks in a dashboard. Real prospects with real assets, ready to talk.
Common Questions
Book a free strategy session and discover how Meta, Google, and TikTok Ads can deliver a predictable flow of affluent clients.