Financial Services

Investment-Grade Writing for the Wealth Management, Banking, and Investment Industries

Companies from across the financial services industry count on WFC’s expert writing and strategic advice to create compelling thought leadership and content marketing.

Drawing on our deep knowledge of the financial industry’s competitive dynamics and compliance restrictions, we have helped clients across the following industries articulate their expertise and connect with clients:

  • Private wealth management
  • Institutional asset management
  • Investment banking
  • Private equity and venture capital
  • Accounting
  • Insurance


Truly effective financial writing starts with an in-depth understanding of your industry and your audience.


WFC founder Scott Wentworth’s financial experience includes:

  • Former head writer at William Blair & Company
  • Passed CFP© exam – 2009
  • CFA Institute Claritas certificate – 2013
  • Adjunct instructor in finance and accounting at Northwestern University since 2012

See Scott’s bio