Deep expertise in capital raise marketing and the financial advisor space — we speak your language.
Branding, web, marketing automation, video production, and more — all under one roof.
Start where it makes most sense and expand over time. No pressure, no lock-in.
Based on our discovery call here is what we understand about Steadfast Wealth's goals:
The current site was built by a family member over a decade ago and needs a significant modernization — both in design and usability.
Current clients should feel proud sharing the website with friends and family as a trusted referral resource.
Messaging and content stays intact for now. The new logo — a shield and lighthouse design — will be integrated into the redesign.
Modern, professional design reflecting Steadfast Wealth's brand and credibility
New shield and lighthouse logo integration with updated brand colors
Video hero banner on homepage for a dynamic first impression
Raymond James client login link and prospect Contact Us form
Custom-built CMS with drag-and-drop editor — update content without any technical expertise
Mobile-responsive design optimized for all screen sizes and devices
SEO best practices implemented throughout for maximum online visibility
Tailored look and feel built around the Steadfast Wealth brand — not a template.
Your new logo prominently featured with updated brand colors throughout.
A looping background video on the homepage creates an immediate, cinematic first impression.
Looks and works perfectly on desktop, tablet, and phone.
Hero video, value proposition, and clear calls to action.
Your story, team bios, and credentials.
Clear breakdown of what you offer and who you serve.
Prospect inquiry form and Raymond James client login link.
Drag-and-drop backend so you can update content anytime — no developer needed.
Best practices baked in from day one for online discoverability.
Raise Launch handles all technical infrastructure — hosting, updates, and ongoing changes — so your team stays focused on clients, not web management.
Raise Launch handles all technical infrastructure — hosting, updates, and ongoing changes — so your team stays focused on clients, not web management.
Reliable hosting provided and maintained by Raise Launch end-to-end.
Any updates, tweaks, or changes handled by our team — just ask.
You also retain full backend access to make simple edits yourself anytime.
A deep-dive session to uncover Steadfast Wealth's history, values, and what makes the firm truly unique.
Fresh, compelling content developed from your authentic story and tailored to attract your ideal clients.
A 2-minute professional video that tells the Steadfast story — letting prospects see your face and build trust before the first meeting.
Social media graphics, email campaigns, webinars, and more — available as your strategy grows.
Your brand doesn't stop at the screen. Raise Launch designs print materials that reinforce Steadfast Wealth's credibility at every touchpoint — from the first handshake to the follow-up meeting.
A professionally designed leave-behind that tells your story, highlights your services, and builds trust long after the meeting ends.
Branded folders for client meetings, onboarding packets, and proposals — polished and cohesive with your full identity.
Custom-branded envelopes that make every piece of correspondence feel intentional and professional.
One-page overviews of your services, investment philosophy, or firm story — perfect for events and referral conversations.
Premium business cards that reflect the quality of your firm and make a memorable first impression.
Notepads, letterhead, thank-you cards, and more — any print piece your brand needs, we can design it.
Retaining and deepening client relationships is just as important as attracting new ones. Raise Launch creates the touchpoints that keep Steadfast Wealth present, personal, and memorable throughout the year.
Branded, personalized postcards sent ahead of quarterly reviews — a tangible reminder that you're proactive, attentive, and invested in your clients' success.
A thoughtful, branded birthday card that arrives in the mail — a small gesture that creates a lasting impression and strengthens the personal relationship.
Professionally designed email campaigns — market updates, firm news, event invitations, and more — keeping clients informed and engaged between meetings.
Full creative support for Lunch & Learns, client appreciation events, and seminars — invitations, signage, presentation materials, and follow-up communications.
Seasonal outreach, milestone celebrations, referral programs, and more — tailored campaigns designed around your client relationships and growth goals.
Raise Launch partners with WealthAdvisorCRM.com — a purpose-built CRM for financial advisors and RIAs. Manage clients, automate workflows, track trades, and grow your practice from a single platform.
$47/month + $5/month per additional user — includes a free 7-day trial, no credit card required.
Included for free with hosting package.
Daily briefings, client summaries, meeting prep, and AI-generated reports — your virtual back-office analyst.
Unlimited client profiles with full financial pictures: accounts, income, real estate, insurance, estate planning, and auto-calculated net worth.
Stage-based Kanban pipeline to track prospects from discovery to close, with value tracking and automated alerts.
Full trade lifecycle tracking — submissions, funding, commissions, policy delivery, and surrender dates.
Two-way calendar and email sync — every meeting and email automatically linked to client records.
Assign forms to clients, track completion with proof uploads, and manage your entire document workflow digitally.
Invite your team, assign tasks, manage roles and permissions — all under one subscription.
Fully responsive on any device, 256-bit SSL encryption, and 24/7 support.
Begin with what matters most — the website redesign. No pressure to add services before you're ready.
Expand services at any time as your marketing strategy evolves. One-off projects or ongoing retainer — your choice.
Collaborative, flexible, and always here when you need us. Come in and out of the store as needed — no lock-in, no friction.
Transparent, straightforward pricing — start with what you need and expand when you're ready.
Everything above — Website Redesign + Hosting & Maintenance + Storytelling Workshop + Brand Video + Branding Overhaul
$10,750 → $9,675
Save $1,075 — 10% off when you bundle all services
- One cohesive brand voice across every touchpoint
- Seamless execution — one team, one vision
- Significant savings vs. à la carte pricing
- Priority scheduling and dedicated support
* Hosting & Maintenance billed annually at $1,500/year. All other services are one-time project fees. Bundle discount applied to one-time fees only.
50% due at project kickoff, 50% due upon completion. Simple, straightforward, and no surprises.
Split your bundle investment into 3 equal monthly payments. Available exclusively with the Full Package Bundle.
** Payment plan available on Full Package Bundle only. Can elect to bundle all other services after Website Redesign project is completed.
Here's exactly what happens when you say yes — we move fast and handle everything.
Raise Launch — Creative Agency for Financial Advisors
nicole@raiselaunch.com
A Modern Digital Presence for a Trusted Advisory Firm