Case Study: Savant Wealth Management boosts financial education with Chartwell Agency's video and blog campaign

Savant Wealth Management boosts financial education with Chartwell Agency in 3 weeks

Savant Wealth Management, a fee-only wealth management firm, sought to virtually educate potential investors on their evidence-based investing methodology. They partnered with Chartwell Agency to market an updated whitepaper and break down this complex financial topic into more digestible content for a digital audience.

Chartwell Agency developed a suite of educational tools for Savant, including six short-form videos and six blogs that resided on a dedicated landing page. The results were highly successful, with the videos being viewed nearly 500 times and the blogs read over 900 times within just three weeks of launch. The content also saw lengthy user engagement, proving to be a valuable asset for Savant's advisors and clients.

Savant Wealth Management