RB Wealth Partners
About Our Client
RB Wealth Partners was founded in 2021 with a focus on Portfolio Management, Tax Planning Strategy, Business Growth and Exit Planning and Retirement Planning. Based in the Charlotte, NC region, they serve clients along the East Coast and in other parts of the country. Rob Bacharach, CFP® CRPC® holds both a CERTIFIED FINANCIAL PLANNERTM and Chartered Retirement Planning CounselorTM professional designations. Rob has a passion for solving complex financial matters for those who earned their current positions every step of the way and creating long-term personal relationships with his clients.
What He Needed
Rob needed a website for his new firm that would help tell his story and gain more attention in the Google Search process. He sought a digital marketing firm that could help leverage his brand, create messaging that was relevant to his client focus and complete the project in time as he opened his new office. He asked Clever Dogs Media to provide a website solution.
How We Helped
Our team worked with Rob on a new website through our Fetch Your Financial Site program. His site helps generate leads and nurtures the relationship with his clients.
The financial offers the perfect solution by providing:
- beautiful, responsive design
- integrated Search Engine Optimization
- outstanding security
Rob's new website showcases his services, information on his investment process, custom content for news items and the ability to share content on his social media channels.