Constitution Wealth (now WorthPointe) was a brand-new investment advisory firm with no existing presence in the market.
WorthPointe is a fee-only wealth management firm helping conservative and faith-based investors align their portfolios with their values. Previously operating as Constitution Wealth, the firm is led by Christopher Van Slyke and serves clients nationwide from offices in Texas, California, and Wyoming.
M is Good used the R7 framework to build a values-based wealth management brand from the ground up and scale it to over $55 million in assets under management through influencer marketing, digital advertising and a full corporate rebrand.
BRAND MESSAGING
Align your money with your values.
At Constitution Wealth, now part of WorthPointe, we help investors reduce exposure to companies that conflict with their values on issues like ESG mandates, DEI initiatives, abortion, gambling, pornography, and anti-family corporate policies.
We help clients vote their shareholder proxies to promote conservative policies and hold corporations accountable. And we build portfolios aligned with the companies and causes they believe in.
With WorthPointe, investing isn’t just about returns. It’s about making an impact with your capital. Work with a financial advisor who shares your worldview.
DIGITAL CREATIVE
THE PROBLEM
Starting from zero in a market nobody was speaking to.
Constitution Wealth was a brand-new investment advisory firm with no existing presence in the market. Christopher Van Slyke had decades of experience managing wealth through WorthPointe but wanted to reach a demographic that traditional financial marketing wasn’t speaking to: conservative, patriotic, and faith-driven investors who were uncomfortable with where their money was going.
M is Good facilitated the R7 Fast Track process and identified the core challenges:
– No brand identity, website, or digital infrastructure existed. Everything had to be built from scratch.
– The target audience, high-net-worth conservative investors, couldn’t be reached through conventional financial advertising channels. Facebook and Google had removed targeting options for political and religious demographics.
– SEC marketing regulations for investment advisors required a compliance framework that most marketing agencies don’t know how to navigate, especially around influencer endorsements and paid promoter disclosures.
– The firm would eventually need to transition the entire Constitution Wealth brand into WorthPointe without disrupting lead flow, SEO equity, or influencer partnerships.
SERVICES PROVIDED
- – Brand Messaging
- – Website Design
- – Influencer Marketing
- – Digital Advertising
- – Video Production
- – Media Buying
- – Email Marketing
- – SEO
M is Good used the R7 framework to build a values-based wealth management brand from the ground up and scale it to over $55 million in assets under management through influencer marketing, digital advertising, and a full corporate rebrand.
From the very first R7 destiny session, we’ve walked alongside the WorthPointe team through every stage of growth. We built the brand identity and messaging for Constitution Wealth, designed the website, launched influencer marketing campaigns across Blaze Media, Daily Wire, and iHeart Radio, managed Google Ads, Spotify, and Rumble advertising, coordinated video production with Port City Films, and eventually led the full corporate transition from Constitution Wealth into WorthPointe. After building the marketing engine, we continue to collaborate and optimize through biweekly marketing huddles and ongoing KPI reviews.
THE JOURNEY
From R7 brand launch to $55M under management.
LATE 2020 | R7 destiny session and brand creation
Defined vision, values, brand promise, and tagline. Crafted “Align Your Money with Your Values.” Built brand identity from scratch through the R7 framework.
2021 | Website launch and first ad campaigns
Launched constitutionwealth.com. Started podcast advertising and Google Ads targeting Christian and conservative financial keywords.
EARLY 2023 | Blaze Media influencer marketing begins
Launched live reads with Steve Deace on Blaze Media. Added Allie Beth Stuckey and Pat Gray. Built dedicated landing pages per influencer with attribution tracking.
END OF 2023 | 15,128 users · 429 leads · 485% traffic growth
Website traffic increased 485% year over year. 429 qualified leads captured at a 2.8% conversion rate. Added Glenn Beck Saturday podcast and expanded rotators across Blaze TV and Radio.
MID 2024 | Added Daily Wire, Google Performance Max, and video ads
Launched Matt Walsh live reads on Daily Wire. Deployed Google Performance Max with Port City Films video assets. Ran retargeting across CTV, YouTube, and display. AUM crossed $18M by August.
END OF 2024 | $55M AUM · 5.3x ROI
Assets under management reached $55M with $6M in the pipeline. Marketing spend of roughly $285K delivered a 5.3x return, more than double the prior year.
LATE 2025 | Full brand transition to WorthPointe
Managed the complete CW-to-WorthPointe transition over 8 weeks: domain redirects, SEO migration, influencer script rewrites, email list migration, landing page rebuilds, and compliance archiving.
2026 | Continued partnership under WorthPointe
Launched Michael Berry live reads on iHeart Radio, Spotify video ads, Rumble creator campaigns, and AI-generated ad creative. Ongoing website management, email marketing, and KPI optimization.
THE SOLUTION
R7 framework, influencer marketing, and a full-scale brand engine.
M is Good began with the R7 framework to define the vision, values, and brand promise for Constitution Wealth. Through the destiny session and follow-up strategy work, we crafted the tagline “Align Your Money with Your Values” and built the full brand identity around it.
We designed and developed constitutionwealth.com with dedicated landing pages for each influencer partner, lead capture forms with Calendly integration, a downloadable PDF lead magnet, and automated email drip campaigns through Constant Contact. The website was built to convert listeners from conservative talk radio into booked consultations with the advisory team.
The influencer marketing strategy became the primary growth engine. M is Good developed and managed partnerships with Steve Deace, Glenn Beck and Stu Burguiere, Allie Beth Stuckey, and Pat Gray on Blaze Media, Matt Walsh on the Daily Wire, and Michael Berry on iHeart Radio. We wrote every script, managed SEC compliance review for each ad read, coordinated live read and micro-mention schedules, and tracked attribution by influencer. At its peak the campaign was running 16 live reads and 60+ rotator spots per month across Blaze TV and Blaze Radio.
Alongside influencer marketing, we managed Google Search and Performance Max campaigns, launched Spotify audio and video advertising targeting conservative podcast listeners, ran Rumble pre-roll campaigns, and built retargeting audiences across platforms. We coordinated video production with Port City Films in North Carolina to produce broadcast-quality commercials, and later developed AI-generated video and audio ads to scale creative at a fraction of the cost.
We grew the email subscriber list from zero to over 5,000 contacts through lead captures, GetEmails integration, influencer-driven PDF downloads, and a conservative investor survey. We built automated drip campaigns for both prospective clients and prospective advisors, and sent regular blog and quarterly report emails to the full list.
When Constitution Wealth officially merged into WorthPointe in late 2025, M is Good managed the entire transition over eight weeks: 301 redirects and SEO migration, influencer script updates, landing page rebuilds on the WorthPointe domain, email list migration and re-tagging in Constant Contact, Calendly reconfiguration for the new advisory team, social media profile closures, and compliance archiving of all prior ad materials.
From a concept on paper to a nationally recognized brand.
During M is Good’s partnership with WorthPointe, the firm grew from zero assets under management into a recognized name in the values-based investing space. The R7 process gave the brand a clear identity and voice. The influencer marketing strategy put that voice in front of millions of conservative listeners every month. And the digital marketing engine converted that attention into qualified leads, booked consultations, and real assets under management.
2024 was the firm’s strongest year, with the marketing program delivering a 5.3x return on investment. The brand promise is now articulated consistently across every touchpoint, from influencer ad reads on the Glenn Beck show to the WorthPointe website, email campaigns, and social media presence.
INTANGIBLES
– Built a nationally recognized values-based wealth management brand from scratch using the R7 framework
– Developed SEC-compliant advertising frameworks for influencer marketing in financial services
– Created a repeatable influencer marketing playbook spanning podcast, radio, streaming, and programmatic platforms
– Successfully managed a full corporate rebrand and transition from Constitution Wealth to WorthPointe without losing lead flow or search visibility
– Grew the email list from zero to over 5,000 conservative investors
– Established organic rankings for competitive keywords like “conservative ESG investing” and “values-based financial planning”
METRICS
5.3x ROI
Return on marketing investment in 2024, more than double the prior year.
$55M AUM
Assets under management in 2024, with an additional $6M in the pipeline.
485% TRAFFIC GROWTH
Year-over-year increase in website users, with 429 qualified leads.
Assets Under Management Growth
Constitution Wealth / WorthPointe — AUM
AUM (converted) Pipeline
M is Good strives to build a meaningful and impactful relationship with each of our clients. Through ongoing communication, educational engagements, and community-centered activities, WorthPointe continues to be a reputable source of financial answers and resources.
