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Case study · Financial services · Inc. 5000

44% AUM growth,year over year.

From strong traditional advertising to a full online growth engine, and assets under management that more than quadrupled.

Goldstone Financial GroupClient
$1.2BAUM as of 2026, up from $281M in 2022
44%Average year-over-year AUM growth
Inc. 5000One of America’s fastest-growing companies
About the project

From $281M to $1.2B in assets under management.

WGA presenting a campaign to the Goldstone Financial Group team
01

The problem

Goldstone had a strong presence in traditional advertising but no robust online marketing strategy.

It had valuable material for its audience, people roughly 50 to 70 including retirees and those nearing retirement, and needed guidance to reach them effectively.

02

The solution

  • Revamped the brand guidelines for online and traditional media
  • Built Goldstone’s online presence
  • Ran a Google and Meta Ads strategy
  • Launched a weekly email newsletter, segmented for clients and prospects
  • Formed partnerships with local ad distributors and local media
03

The win

AUM grew 32% in 2022 and 44% in 2023, climbing from $281M in 2022 to $1.2B as of 2026, an average of 44% a year.

Along the way, Goldstone became one of the Inc. 5000’s fastest-growing American companies.

The results

From $281M to $1.2B in assets under management.

Along the way, Goldstone became one of the Inc. 5000’s fastest-growing American companies.

$400M $800M $1.2B $281M2022 $1.2B2026 More than 4× in four years

Assets under management. 32% growth in 2022 and 44% in 2023.

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