High Net Worth Individuals


High-Net-Worth Individuals

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High-net-worth individuals (HNWIs) are a highly lucrative audience. However, they represent a very small portion of the population, making it tough to get their attention and take notice of your brand.

Verasolve is uniquely positioned to help you market to this niche audience. We’ve supported dozens of wealth management firms and other businesses specifically targeting high net worth individuals.  We work with you to help you reach this selective group by building and implementing targeted marketing and PR strategies that build trust and nurture client relationships.

Through traditional and digital marketing efforts and highly effective seminars and events, Verasolve helps you influence HNWIs, gain qualified leads, and close valuable business.

“We hired Verasolve to support our strategic marketing, public relations and branding initiatives with the goal of building awareness and increasing Revere Bank’s name recognition. Your team has proved to be a valuable resource in helping us achieve these goals.”

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Lena Marcellino

SVP-Director of Marketing - Revere Bank

“I’m writing to tell you of our satisfaction with all the hard work your team has put toward Cassaday’s marketing and public relations initiatives. We really value the extensive wealth management experience you bring to our efforts in these areas.”

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Stephan Cassaday

CFP®, CFS, Founder, President & CEO - Cassaday & Company, Inc.

“We have found your team’s knowledge of the independent wealth management industry to be unparalleled among marketing and public relations professionals we have come across in the past.”

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Brett Bernstein

Co-Founder - XML Financial Group

“Verasolve’s involvement led to increased event attendance and helped Hardesty Capital Management secure valuable business leads. The Verasolve team’s work has integrated seamlessly into our marketing and business development efforts.”

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Steve Shea

President - Hardesty Capital Mangement


Snowbird Capital

When technology entrepreneur Nelson Carbonell decided to create a capital fund, he contracted Verasolve to position the company and develop an Integrated Marketing Plan to help articulate the firm’s value proposition to potential corporate borrowers. The goal was to build credibility for the new firm, strengthen Snowbird’s position in the highly competitive corporate finance market and generate leads for both its California and Virginia offices that would result in new deal flow for Snowbird.

Verasolve conducted in-depth research of the market and Snowbird’s competitors and helped position the company as a lower middle market mezzanine capital provider. Verasolve also developed and named a new product called the Reversible Warrant™, which provided the differentiation Snowbird needed in a market with too much capital chasing too few deals.

Additional Case Studies

Cassaday & Company

Highline Wealth Management

Contact Us Today

Contact us today to learn how we can help you enhance brand awareness, generate qualified leads, and increase closing ratios.

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