Your Questions, Answered.

I partner with firms across the wealth management ecosystem — including RIAs, asset managers, wealthtech providers, and related industry partners. I work closely with marketing teams, founders, C-suite leaders, product heads, sales teams, and more to align business goals with marketing strategy.

Some firms come to me with a defined initiative like a rebrand, M&A transaction, or new product rollout. Others have growth goals but need help identifying where marketing can make the greatest impact. My role often bridges departments — helping create synergy between strategy, marketing, product, and sales so everyone’s moving in the same direction.

I serve as a strategic marketing partner who helps firms define their message, set the strategy, and put the structure in place to execute.

Such as:

• Brand and messaging development – core story, positioning, and differentiators

• Marketing strategy and planning – go-to-market, campaigns, and content programs

• Team and process setup – identifying roles, tools, and resources (in-house and outsourced, depending on the need) to sustain and scale

• Execution and enablement – overseeing content, digital, and sales materials to ensure consistency and results

I bring senior-level marketing experience without the overhead of a full-time CMO. Delivering strategy, structure, and execution support in one partnership.

My role bridges strategy and execution. I act as a fractional CMO, setting the marketing strategy, defining what success looks like, and ensuring the right people, processes, and resources are in place to execute, sustain, and scale it.

Because I stay involved from planning through delivery, I can ensure the work aligns with the strategy — that every message, campaign, and creative choice supports the goals we set. I pay close attention to the details that matter and hold the work to a high standard of quality and consistency.

My approach is collaborative and transparent. I integrate closely with your team, use shared project plans for visibility, and encourage open communication so everyone stays aligned, informed, and moving in the same direction.

Both. Some engagements are project-based — like a rebrand or product launch — while others evolve into long-term partnerships where I provide ongoing marketing leadership and oversight. Larger initiatives are often broken into phased sprints, each with its own goals, deliverables, and pricing. Retainers typically follow once core pieces are in place.

It depends on the project scope. For longer engagements, I structure clear phases with defined milestones so progress stays visible and stakeholders are held accountable.

I offer both project-based and retainer-based pricing. Each proposal includes a detailed scope, timeline, and deliverables. For larger initiatives, I break the work into sprints with pricing for each phase, making it easy to plan and budget as you go. Transparency is key — there are no hidden costs.

I keep my client roster intentionally small so I can stay fully involved from strategy through execution. My goal is to oversee every project with focus and precision — making sure each piece of work meets the same standard of quality I expect of myself.

This approach allows me to review details closely, guide the team effectively, and deliver thoughtful, high-quality marketing that reflects the strategy we set out to achieve.

You’ll work directly with me, Sarah Johnson. I lead every engagement and stay involved from strategy through execution.

When projects call for specialized expertise — such as design, video, or digital production — I bring in experienced partners in those areas. This ensures each part of the work is handled by the right expert and delivers the best possible result, all under cohesive direction and oversight.

Email sarah@wealthstorymarketing.com or use the contact form to schedule an intro call. We’ll talk through your goals, identify where I can help, and outline a plan for next steps.