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Financial Planning | Investment Management | Tax optimization | Tax Preparation

Bogart Wealth

A national brand that helps clients achieve financial peace of mind by preserving and maximizing inter-generational wealth.  

Bogart Wealth logo
Industry
Wealth Management
Locations
Nationwide
Budget Budget relies upon market and competition. Results powered Direction.com app + Direction Pro SEO.
$$$$
Time Time to results relies upon market, competition, and budget. Results typical in 6 months+ with Direction.com app + Direction Pro SEO.
3 years+
0x
keywords
increase
Before95
After8,541

Rankings

0x
visitors
per mo
Before129
After14,000

Organic Traffic

0x
leads
per mo
Before 2
After29

Sales Leads

Organic traffic

15,552 visitors/mo

+15,000 increase

bogart wealth organic traffic growth

Organic keywords

8,636

+8,541 increase

bogart wealth organic keywords increase seo campaign results

About Bogart Wealth

Bogart Wealth is an established wealth advisory firm specializing in financial planning, investment management, and tax optimization to promote intergenerational wealth. They have a longstanding reputation in their industry and have developed a cooperative culture which has enabled them to scale considerably since their inception.

Bogart Wealth approached us to modernize their brand identity and consolidate their new persona across all of their communication channels. We had the pleasure of designing a modern logo and brand bible for Bogart Wealth, using their new branding to design and develop a custom WordPress website, which became the foundation to a comprehensive SEO campaign designed to improve visibility across and click-through rates across all search engines.

Bogart Wealth SEO

SEO Strategy

we executed a detailed SEO strategy to promote visibility on search engines and drive lead generation in Bogart Wealth’s strongest markets.

We wrote original content that was attention-grabbing and structured to guide users to pivotal action points. We also executed a cohesive backlink strategy that called for establishing relationships with powerful, industry-related websites.

This strategy placed our content in front of more users and increased domain authority. With fresh content in place, we implemented new conversion funnels that inspired users to take action, ultimately resulting in a massive influx in lead generation and sales.

Their improved site architecture allowed for better indexing, which was a key factor in being discoverable across multiple search engines. On the backend, we constructed data gathering points, so Bogart Wealth’s sales team could extract important user data and use those insights to appeal to users at varying stages of their buying journeys.

Bogart Wealth’s SEO strategy delivered immediate, profitable results – most notably, a significant rise in online rankings for high-intent keywords. This initial SEO roadmap positioned their firm to continue scaling, while reducing the legwork of writing and publishing content to keep their brand at the forefront.

Today, Bogart Wealth is still actively engaging our SEO campaign services, and making an even more prominent impact in the market. 

“I literally can’t get enough wheelbarrows to get the gold out of this site.”
James Bogart headshot
James Bogart
President, Bogart Wealth
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