Financial Copywriting for Ascend Wealth Management

Recently, I got a call from a Marin County wealth advisor who found me on Yelp.

He asked if I could edit his new website copy, as well as his draft for a white paper. I showed him my so-called “financial portfolio” of work I’ve done for Charles Schwab, Visa, Wells Fargo, Bank of America, and others to confirm my experience.

I’m very proud to present the finished product with his website:

Mark Bourguignon, the financial advisor, said: “Gil has been a pleasure to work with and a wonderful asset to me in editing the content for my website. He is very professional, intelligent, and responsive. He was also proactive in making a number of suggestions about additional material that would help me reach my target audience. It’s clear that Gil cares about the success of his clients.”


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