Scorecard
Overall Brand Score
Above average content, below average presentation
The Situation
A strong philosophy being carried by the wrong infrastructure.
Experience Your Wealth has something most advisory firms spend years trying to manufacture: a genuine point of view. The 'enough' framework is not a tagline someone wrote in an afternoon. It's a real philosophy about what financial independence means, and Jake has built a firm around it.
The problem is that the brand infrastructure doesn't match the quality of the thinking. The site was built in 2019 for a different niche and updated incrementally since. The messaging has evolved. The visual identity, platform, and information architecture haven't. The firm Jake runs today is not the firm the website describes.
The platform situation made the timing urgent. A WordPress security incident surfaced a problem that was already there. Jake is at a decision point: replatform onto a system with the same structural vulnerabilities, or move to something that eliminates the risk category entirely — and use that transition to close the gap between where the firm is and where the brand is.
The case for doing this now is straightforward. The content is already strong. The niche is sharper than it was in 2019. The 'enough' positioning is ownable. The media presence is real. The only thing standing between where EYW is and what it could look like is a platform decision and a visual system that does the philosophy justice.
Findings
Six findings.
Two urgent, four fixable.
Click each finding to see the diagnosis and the opportunity it represents.
The Platform Problem
Changing developers doesn't fix a platform problem.
The security incident was the symptom. The platform is the cause.
The Platform Risk Test
Current Platform: WordPress
experienceyourwealth.com — Built on WordPress. Maintained by an external developer.
The site looks clean. The content is strong. The platform underneath is held together by a third-party developer and a plugin stack you don't fully control.
Press the button to see what already happened.
What's Already Working
The substance is ahead of the design. By a lot.
The 'Does This Sound Like You?' qualification framework is the single best prospect filtering mechanism we've seen on an advisory site at this stage. Income threshold, equity comp specifics, net worth floor, career transition signals. A prospect who reads it knows immediately whether they're in the right place.
The life transitions counter — sabbaticals taken, babies welcomed, homes purchased, IPOs/liquidation events, businesses started — is the strongest proof-of-concept on the site. It shows EYW has actually been present for the moments that matter, not just the portfolio review.
The 'enough' positioning is genuinely ownable. Most financial planning firms compete on technical capability. EYW competes on philosophy — the idea that financial independence isn't a number, it's a relationship with choice. That's harder to copy than a service list.
Jake's media presence — CNBC, Forbes, Business Insider, New York Times, Wall Street Journal, Bloomberg, Barron's — is sitting at the bottom of the page where almost nobody sees it. That's a significant trust signal being wasted. It belongs above the fold.
The niche has sharpened since 2019 from young families to equity compensation, $400K+ earners, and $2M+ net worth — a more specific, more valuable, more defensible position. The brand just hasn't caught up to where the firm actually is.
How We Get There
Migrate. Refresh. Rebuild.
Platform first. Identity second. Homepage third. Each phase approved before the next begins. And a long-term partner who owns it from there.
Next Step
You've seen the diagnosis.
Let's talk about the fix.
This isn't a teardown. It's a recognition that EYW has outgrown its current infrastructure — in platform, in design, and in how the firm has evolved since 2019. The fix is more targeted than a full rebrand and more meaningful than a WordPress migration. Book a call and we'll walk through exactly what it looks like.