WealthReach is an experimental new way to build a website that is designed around AEO (answer engine optimization) from the ground up. Instead of a traditional static site, it builds a “living” advisor website with the structure AI search tools look for, such as schema markup, citation-ready formatting, and expert attribution, and it continuously drafts and updates optimized pages for you to review and approve. The goal is to help you get found and cited in tools like Google’s AI Overviews, ChatGPT, and Claude.
Our Current Take
We believe this type of platform is probably the future of websites, though only time will tell. We are currently testing WealthReach out with one of the advisors we work with, so we will let you know what we think once we have seen the results.
Should You Consider It?
If you are not currently thinking about redoing your website, do not move to WealthReach for the AI leads alone. It is unproven at this stage. Just wait.
If redoing your website is on your radar, come talk to us. WealthReach may not be the right fit for you quite yet, but it may not make sense to lock into a legacy platform either. We are happy to talk through it with you at Office Hours.
Conflict of Interest Disclosure
As of October 1, 2026, we have a two-way referral arrangement with WealthReach, which means we may receive compensation if you become their customer, and they may refer business to us. In other words, we have a financial incentive to recommend them. However, we only recommend WealthReach to advisors we believe it is appropriate for.