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Watt drafts a week of posts, emails and graphics for financial advisors, in your voice and your brand. You read it, change what you like, and approve it in about ten minutes.
Made by Watt for three sample firms
Watt picks topics your clients care about, writes each post for its platform and draws the graphic, with three looks to choose from. Here is one sample firm's week, Ridgeline Planning, with the other two looks under each post.















Paste your website and Watt reads your brand in about a minute. Here are three firms with three different posts, each drawn its own way.















More made by Watt, with bold type, the advisor's own photos and cut-outs. Sample firms; the advisor in the photos is Sam Farrington, who built Watt.
Hi there,
If you've asked ChatGPT or another AI tool about your money, you're in good company. It's a good way to learn the basics.
Before you act on an AI answer, forward it to me. I'll check it against your plan.
Visit Harbor & PineNotes your clients actually read. Your quarterly letter comes with the quarter's real market figures and their sources. Copy them into your email tool, or send them to Mailchimp as a draft.

More than fifty one-page explainers, from Roth conversions to Social Security, drawn in your brand.
Lots of my clients now ask AI tools about their money, and that's a fine way to learn. One habit is worth adding before you type.
Connect your accounts and Watt posts what you approve, at the time you pick.
Watt reads your colors, your logo and how you write. No files to fill in.
Pick from a few options for each post and change anything you like.
Watt posts your LinkedIn posts. Everything else, you copy and send.
Watt writes marketing, so it never asks about your clients.
Nothing goes out until you say so. Send any draft to your compliance reviewer with a private link, and their approval stays with your copy.
Each draft is checked against SEC Marketing Rule and FINRA 2210 basics. Your firm's review still decides.
Download your approved copies any time, or have each one emailed to your firm's archive address.
Straight answers, starting with the price.
No. Watt runs in your browser. Paste your website and it does the setup.
Only what you approve, at the times you pick. Connect LinkedIn or X and Watt posts there for you. Facebook Pages are coming once Meta finishes reviewing Watt. Instagram posts and client emails are ready to copy, and emails can go to Mailchimp as a draft.
Yes. Add your headshot or office photos and Watt builds posts around them, including designs that stand you in front of your brand colors. No photos yet? Watt picks stock or AI-made photos that fit the post.




Each post comes with three looks to choose from. Ask Watt to rewrite the words and keep the graphic, or change anything yourself. Watt learns from the looks you pick.



The IRA limit for 2026 is $7,500 if you're under 50. If you haven't funded yours yet, there's still time before April.
No tool can promise that. Watt checks every draft for common advertising rule problems and can fix a flagged line for you. It keeps a copy of everything you approve, can email each one to your firm's archive address, and can send drafts to your compliance reviewer to sign off. Your firm's review still governs.
No. It works from your website, your voice, your settings and any photos of yourself you add. There is no place for client details.
After a sharp drop in the S&P 500, Watt drafts a calm note to your clients, a post and a check-in for the next week, using only that day's figures. It never predicts. You read it and approve it like anything else.
Watt writes for individuals and families at every stage of life, and anchors each post in a real moment like a new baby or a first retirement check.
Try it free for 7 days. No card needed, and nothing goes out without your approval.