Case Study: Symphony Wealth Group expands estate planning access and drives revenue with Wealth.com

Symphony Wealth Group onboards 60–70 clients in 6 months with Wealth.com

Symphony Wealth Group, a financial advisory firm serving clients focused on protecting their family legacies, faced a challenge with traditional estate planning. Referring clients to outside estate planners created friction due to high fees, unfamiliar relationships, and a complicated process, which caused many clients to hesitate. To address this, the firm implemented the estate planning service from Wealth.com.

Using Wealth.com's solution, clients could complete their estate plans from home at a significantly lower cost and with far less complexity. Within just six months of launch, Symphony Wealth Group onboarded 60-70 clients and generated over $50,000 in additional revenue using Wealth.com. More importantly, the solution provided families with peace of mind that their legacy plans were securely in place.

Symphony Wealth Group