I help local service businesses increase visibility and revenue with a proven 3-step Local SEO approach.

1️⃣ Identify Opportunities
2️⃣ Improve Relevance
3️⃣ Build Authority

SEO takes time to show results, so I focus on strategies that deliver quick wins while working towards long-term success. My goal is to help local businesses get better rankings, more traffic, and increased revenue as quickly as possible.

Many of my clients offer high-quality services but struggle to get noticed by their ideal customers. That’s where I come in—I help them get in front of people actively searching for the services they provide.

Here are some results my clients have achieved:
✅ Ranked a Personal Injury Lawyer on Page 1 in 45 days
✅ Increased a Roofing Company’s organic traffic by 166% in 90 days
✅ Increased a Car Dealerships organic traffic by 108% in 12 months
✅ Increased a Tree Service Company’s organic traffic by 60% in 90 Days
✅ Ranked #1 for a highly competitive local keyword in 30 days

If you’re a local service business looking to enhance your online presence and drive more customers to your door, let’s connect.

P.S. Ready to take action? Book a complimentary discovery call to find out how we can help you achieve your goals: https://calendly.com/nick-meagher/30min

Nick Meagher

Ally Legacy

Independent Fiduciary, Founder

Morgan Stanley

While serving as Regional Trust Specialist, I oversaw all new business development of Trust Services for 1700+ Financial Advisors in 90+ branches in the NW Region and to all of their valued clients across the globe.  I empowered beneficiaries by educating them on trust entitlements, exercising powers and providing optimal tax savings strategies.  In addition, I developed marketing strategies, analyzed data, and gave frequent presentations at sales meetings, recruiting and client events. Financial Advisors valued my expertise, specialized knowledge and the caring attention I gave to their clients.  

Accomplishments/Highlights: 
➡️ Drove significant asset growth by advising clients on moving trusts held away to MS using a corporate trustee among 12 partner solutions, negotiating fees and overseeing onboarding risk and compliance process.  
➡️ Advised Financial Advisors on asset retention efforts with a corporate trustee solution.
➡️ Identified pent-up demand and developed growth opportunities in Nevada.  First year resulted in the new NV trustee partner landing #3 in total asset sales on platform. 
➡️ Aggregated foreign assets onshore by utilizing U.S. trusts, developing a network of international advisors and collaborating on tax minimization strategies. 
➡️ Engage Family Office service team for Outsourced CIO, Philanthropy, Family Education & Governance and Lifestyle Advisory for client specific needs.

Regional Trust Specialist, Family Office Resources

Wells Fargo Private Bank 

Throughout my career at WFPB, I led and directed team members across all phases of trust and estate administration from client onboarding through final account terminations.  I managed post-death trusts and estates for UHNW families ($5M-100M+) while serving as Senior Estate Settlement Officer.  

Accomplishments/Highlights: 
➡️ Earned promotion and recognition from executive leadership team for successful tenure in trust and estate management, team recruitment and leadership, and overall process and performance improvement.
➡️ Oversaw all aspects of asset management, distribution and funding schedules, tax matters and court supervised processes on 30-40 of the most complex estate settlements annually. 
➡️ Expanded client and asset retention by developing and maintaining harmonious relationships, and ensuring performance expectations were met by internal and external partners.

Senior Fiduciary Advisory Specialist

Fremont Bank

In my role at this privately held, family owned regional bank, I steered fiduciary committees, reported monthly metrics and activities to the Board of Directors and served as point person for internal and external regulatory State/FDIC audits.  I managed all trust assets and investments, conducted new account acceptance due diligence, annual Reg 9 reviews and trust terminations.  

Highlights/Accomplishments:
➡ Mentored associates and evaluated performance, provided constructive feedback and created learning opportunities to drive productivity within a fast-paced setting.  
➡ Solely managed entire book of bank's trust and agency accounts and responsible for investment management including oversight of all special assets, tax management and fiduciary discretion.

Senior Trust Officer

IMT Associates

Managed special needs trusts, estates, probates and conservatorships for professional fiduciary firm serving the disabled and elderly community.  Built practices and procedures for trust and estate administration, and responsible for all fiduciary investment duties for 100s of clients.  Prepared client budgets, annual trust and court accountings; analyzed cash flow, approved Investment Policy Statements and conducted annual investment performance reviews, 

Highlights/Accomplishments:
➡ Modernized investment platform, trimmed down inefficient use of outside advisors down to 3 core providers to minimize risk, improve efficiency and lower costs to clients.  
➡ Led through the 2008 financial crisis with minimal disruption to clients' overall investment plans.

Director of Trust and Investment Services

Mechanics Bank

Oversaw administration of complex trust and agency accounts, including philanthropic, special needs, and GST in line with bank polices and procedures, and in collaboration with beneficiaries, portfolio and real estate managers.  Supervised support team work assignments, evaluated performance and provided feedback for growth and development.

Trust Officer II, Assistant Vice President

I have cultivated a career of specialized expertise in advising families and their professional advisors on trust and estate planning, investment and tax management, philanthropy and the successful transfer of wealth for future generations.  I've counseled 1000s of clients to better understand and elevate their estate plan in support of their ultimate wishes.  My vast network of fiduciary solutions and providers allow me an unbiased and objective method in supporting client goals.

I've achieved reputational success through business development and management practices with an emphasis on fiduciary laws and compliance, operational processes, data-driven decision making, ethical standards, and continuous professional development.  Some of my strengths are recruitment and mentoring fiduciary team members, and creating a culture of excellence and inclusivity.

CAREER HIGHLIGHTS
* Delivered outstanding new business results of over $1.8 Billion in AUM sales and $8M in revenue 2016-2023.
*Achieved 3x growth of meeting client requests during pandemic for trust and estate consultations. 
*Managed specialized teams on 30-40 new estate settlements annually to drive beneficiary satisfaction and increase asset retention. 
*Directed 1000s of wealth management and trust accounts and oversaw team members' performance.

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The Battle

Nick Meagher

Liz Paulus, CTFA, CFP®

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