Engagements & Investment for Wealth Management
Designed exclusively for Wealth Management Firms
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
- Early movement across priority visibility and indexing signals
- Initial recognition within AI-generated summaries and responses
- Clear benchmarks showing how search engines and AI systems interpret your brand
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)
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:
- Visibility and discoverability assessment across search and AI platforms
- Authority and brand signal evaluation
- Authority and brand signal evaluation
- Compliance and content risk review
- A prioritized roadmap for sustainable growth
Investment
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
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:
- Establishing structural clarity across your digital presence
- Aligning authority signals with your services and target clients
- Creating early, measurable validation signals without short-term tactics
Investment
📈 Outcome
A clean authority baseline, reduced visibility risk, and a stable platform for future growth.
Engagement Level 2
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:
- Ongoing authority and trust development
- Visibility expansion across search and AI-driven discovery systems
-
Continuous refinement based on how your brand is interpreted and surfaced
Investment
📈 Outcome
Sustained visibility growth, stronger trust signals, and higher-quality enquiries aligned with your ideal client profile.
LLM Accelerator
Primary Focus: Accelerated authority and visibility development in competitive or high-stakes environments.
💰 Scope of engagement
- Multi-topic authority expansion across priority themes
- Targeting of high-intent AI discovery and decision queries
- Stronger and more frequent corroborating mentions
- Optimization of key assets for AI-assisted conversion paths
- Priority execution and senior strategic involvement
📈 What’s Included (ROI Drivers)
- Faster visibility and authority signal progression
- Strong presence across high-value AI discovery scenarios
-
Increased qualified inbound demand influenced by AI platforms
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:
- Established brands with multi-market or category-level ambitions
- Organizations operating in competitive or regulated environments
- Teams seeking long-term authority, not short-term visibility gains
- Businesses ready for hands-on collaboration with Ronites’ senior strategists
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
Primary Focus: Establishing and defending category-level authority over the long term.
💰 Scope of engagement
- Full-scale entity and authority expansion
- Continuous optimization across multiple AI discovery surfaces
- Competitive displacement and defensibility strategies
- Executive-level insight, forecasting, and guidance
- Custom visibility and authority dashboards
Outcome
- Sustained leadership in AI-driven discovery
- Long-term competitive moat
- Scalable, defensible organic demand
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:
- How search engines and AI systems interpret your brand
- How consistently your expertise is represented across platforms
- How visibility compounds over time as trust signals strengthen
- No outsourcing - all work done in-house
- Premium tools with zero extra costs to client
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:
- Looking for instant rankings or guaranteed AI mentions
- Focused on short-term traffic spikes rather than strategic visibility
- Comparing services primarily on price
- Seeking a one-off SEO task rather than an ongoing visibility system
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:
- Visibility trends across search and AI discovery platforms
- Authority and relevance indicators
- Progress against defined benchmarks
- Strategic insights and next-phase priorities
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
No. You can start with the 90-Day Foundation on its own. Most clients choose to continue into months 4–12 after seeing the progress, but you’re never locked into a long contract.
In the first 90 days, you’ll see faster site performance, keyword movement, and early AI mentions. Within 6 months, most clients start seeing a clear return: more leads, higher conversions, and stronger visibility. By 12 months, the growth compounds into long-term ROI.
Traditional SEO focuses only on Google. AI Assistant Optimization ensures your business also appears in AI-powered answers (like ChatGPT, Copilot, and Perplexity). That means your brand shows up not only in search results but also in the places buyers are increasingly asking questions.
That’s where our 90-Day Foundation Guarantee comes in. If we don’t deliver the promised foundation — including technical SEO, content setup, and AI optimization — you don’t pay the final milestone. And if momentum isn’t visible, we’ll keep working for free until you see progress.
Yes. Many clients run ads during the early months to generate immediate traffic while our SEO + AI strategy builds lasting organic visibility. Paid ads give quick wins; we build the long-term growth engine.
Most agencies stop at Google. We optimize for both Google and AI assistants, so you get visibility across every search channel. Add our 90-day guarantee and structured growth phases, and you’ll see why clients stick with us for the long run.
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
