Engagements & Investment for Wealth Management

Designed exclusively for Wealth Management Firms

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How we work

Ronites works with a limited number of wealth management firms through structured engagements.
Each engagement is built to reduce risk, establish authority, and create sustainable visibility across search engines and AI-driven discovery platforms.

We do not sell task-based SEO packages.
We operate as a long-term visibility and authority partner.

How Our Pricing Works

Building visibility with AI and search happens in clear stages.

We start with a one-time foundation that prepares your firm to be accurately and professionally represented across Google and AI tools, while remaining aligned with regulatory expectations.

Ongoing monthly work then strengthens your firm’s credibility and presence, so your firm appears more consistently when prospective clients research and compare advisors.

The difference between plans is how quickly this authority is built and how deeply your firm expands its visibility, based on your market, competition, and growth goals.

⚡ The 90-Day Momentum Promise

Every Ronites engagement is structured to deliver clear, measurable forward progress within the first 90 days, while laying the groundwork for long-term, compounding visibility.

This does not mean chasing short-term rankings or artificial spikes.
Instead, the first 90 days focus on structural clarity, authority alignment, and early validation signals across search engines and AI-driven discovery platforms.

By the end of this period, your brand is no longer preparing for visibility. It is positioned and moving in the right direction.

What progress typically looks like in the first 90 days

This creates confidence that visibility growth is real, explainable, and sustainable.

How the One-Time LLM Package Creates Momentum

The LLM Visibility Foundation establishes the clarity and structure required for meaningful visibility across search engines and AI platforms.

It ensures your brand is clearly understood, removes early discovery barriers, and creates a clean baseline for authority building. This work is delivered as a dedicated, high-impact phase, not spread across monthly plans.

When done correctly, momentum compounds instead of resetting.

🚀 This is the starting point of a long-term visibility system.

Step One (Required)

Private Wealth Visibility Foundation

One-time strategic phase
Every ongoing Ronites engagement begins with this foundation phase.

Purpose

Before execution begins, we establish a clear, defensible baseline of how your firm is currently understood by:

  • Search engines
  • AI-driven discovery systems
  • Prospective clients validating your credibility

This phase ensures accuracy, compliance alignment, and realistic growth expectations before any long-term investment.

How this phase works

This phase focuses on strategic analysis and clarity, typically combining:

Investment

$3,000–$5,000/one-time

Required before entering any ongoing engagement.

Ongoing Engagements

Following the Foundation phase, firms typically continue with one of the engagement levels below.

Engagement Level 1

Foundation Visibility

Best for
Boutique wealth management firms and independent advisors building a defensible digital presence.

💰 Primary objective

Ensure your firm is accurately represented, discoverable, and positioned correctly for compliant growth.

How this engagement works

This engagement typically focuses on:

Investment

From $5,000/month

📈 Outcome

A clean authority baseline, reduced visibility risk, and a stable platform for future growth.

Engagement Level 2

Authority Growth

Best for
Established RIAs and growing wealth firms seeking consistent, high-quality inbound demand.

💰 Primary objective

Position your firm as a trusted authority within its niche and geographic markets.

💰How this engagement works

This engagement typically combines:

Investment

$5,000–$10,000/month

📈 Outcome

Sustained visibility growth, stronger trust signals, and higher-quality enquiries aligned with your ideal client profile.

LLM Accelerator

$5,000/Month

Primary Focus: Accelerated authority and visibility development in competitive or high-stakes environments.

💰 Scope of engagement

📈 What’s Included (ROI Drivers)

Ideal For: High-growth organizations and competitive markets where visibility speed and depth matter.

Powered by:
Semrush · Ahrefs · Surfer · Screaming Frog · GA4 · GSC · ChatGPT Enterprise

Most Advanced. Built for Market Leadership.

This is not a package you fit into.
It is a strategy built around your market position.

The LLM Market Leader engagement is designed for organizations that need to establish, defend, and expand category-level authority across search engines and AI discovery platforms.

This is not a fixed package.
It is a customized, executive-level engagement, tailored to your market complexity, competitive landscape, and long-term growth objectives.

Pricing starts from $10,000 per month and scales based on scope, markets, and strategic depth.

The LLM Market Leader engagement is suited for:

This engagement builds and defends category-level authority across search engines and AI discovery platforms, with scope customized to your market complexity and long-term objectives. Execution adapts continuously as AI and search ecosystems evolve, ensuring visibility remains defensible and aligned with sustained market leadership.

LLM Market Leader

$10,000/Month (Starting At)

Primary Focus: Establishing and defending category-level authority over the long term.

💰 Scope of engagement

Outcome

Ideal For: Large organizations competing across markets or categories that require enterprise-level SEO execution.

Powered by:
Semrush · Ahrefs · Surfer · Screaming Frog · GA4 · GSC · ChatGPT Enterprise

What Makes Ronites Different

Ronites operates at the intersection of search, AI discovery, and authority building.

Rather than treating SEO and AI optimization as separate disciplines, we integrate technical SEO best practices, structured content, entity clarity, and authority signals into a single visibility framework designed for modern search behavior.

Our approach prioritizes:

This allows us to focus on durable visibility, not isolated optimizations.

Expectations and Timelines

LLM visibility and AI-driven discovery develop progressively. While every market is different, clients typically experience the following pattern:

First 30 Days
Initial assessments, structural alignment, and baseline visibility benchmarks are established.

Within 60 Days
Early movement across indexing, relevance, and interpretive signals becomes visible. Content and authority alignment begin to take shape.

Around 90 Days
Clear directional momentum emerges, with measurable improvements in visibility, clarity, and early AI recognition signals.

6 to 12 Months
Visibility compounds as authority strengthens, leading to more consistent discovery, stronger positioning, and long-term defensibility.

Timelines vary based on competition, market maturity, and scope, but progress is designed to be measurable and explainable at every stage.

Who These Engagements Are Not For

Ronites’ LLM Visibility engagements are designed for brands that value long-term authority, clarity, and sustainable growth.

These engagements may not be the right fit if you are:

Our work is best suited for organizations that understand visibility as a strategic asset, not a quick fix.

Reporting and Visibility Tracking

Transparency is a core part of every engagement.

Clients receive structured reporting that highlights:

Reporting is designed to support leadership-level decision-making, not just operational metrics, ensuring clarity on what is improving and why.

Your Questions, Answered  – The SEO Insights You Need

Get Seen in Google & AI Assistants

Starting in 90 Days

SEO is a long game, but you don’t have to wait forever to see results. We’ll deliver visible progress in 90 days — and full, lasting rankings in 6–12 months. Choose the package that matches your growth speed

Let’s plan your growth with the Foundation Plan

Complete the form to schedule your strategy call. We’ll review your goals together and finalize your roadmap before you activate your monthly plan.

💡 No payment required. Our team will review your brand and guide you through the next steps before activation.

Let’s plan your growth with the Growth Plan

Complete the form to schedule your strategy call. We’ll review your goals together and finalize your roadmap before you activate your monthly plan.

💡 No payment required. Our team will review your brand and guide you through the next steps before activation.

Let’s plan your growth with the Authority Plan

Complete the form to schedule your strategy call. We’ll review your goals together and finalize your roadmap before you activate your monthly plan.

💡 No payment required. Our team will review your brand and guide you through the next steps before activation.

Let’s plan your growth with the Pinnacle Plan

Complete the form to schedule your strategy call. We’ll review your goals together and finalize your roadmap before you activate your monthly plan.

💡 No payment required. Our team will review your brand and guide you through the next steps before activation.

Thank you !

Your request for the Foundation Plan has been received. One of our strategists will contact you within 24 hours to schedule your strategy call and walk you through the plan details before any payment is made.

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