Our Samples
Below you’ll find a sampling of some of the creative solutions we provide to advisors and teams at Wells Fargo Advisors. This includes Broadridge website samples, team brochures, product/service overview one-pagers, and marketing intro kits. We bring financial services expertise together with extraordinary creative talent to be one of the best in the industry. Everything we write and design is backed by extensive industry knowledge, as well as the understanding and training of the brand and compliance standards at Wells Fargo Advisors.
Team Brochure
Keystone Private Wealth Group
A large, professional team's sophisticated 12-page brochure covers their extensive industry insights.
Team Brochure
The Walton & Hitt Group
Serving the San Diego area, they wanted their brochure to mimic that lifestyle while also feeling traditional.
Team Brochure
Sentinel Private Wealth Group
At 12 pages, this group's brochure exemplifies their commitment to serving their clients.
Team Brochure
The Arthur Woodby Financial Group
Committed to working with pro athletes, this team's brochure showcases their unique expertise in that space.
Team Brochure
Griffith Financial Group
A mother-daughter team, their collateral represents their full-of-life personalities and audience in Louisiana.
Team Brochure
NAOMI MARTY BROCHURE
Team Brochure
The Yarbrough Group
This 8-page brochure focuses on the team's highly customized process and showcases their region.
Team Brochure
Kron & Polis Financial Group
When printed, this team's 12-page brochure has a pocket within the back cover for more content to be included.
Team Brochure
CenterCoast Wealth Management Group
The eye-catching boldness of this cover immediately draws attention to the team's depth of experience.
Team Brochure
Alexander Investment Group
Their presence in the heart of Atlanta is subtly highlighted with a map watermark used throughout.
Team Brochure
The Garcia Private Wealth Group
This all-female team chose a unique 9" x 7.5" size in order to help their brochure stand out from the pack.
Pitchbook
The Wilshire Group
This team's 23-page pitchbook offers an in-depth look at their planning and wealth management approach.
Pitchbook
Hofman Wealth Management Group
An editable pitchbook that allows the team to customize the presentation with the client's name and other details.
Pitchbook
Blue Ocean Investment Group
This pitchbook/brochure hybrid takes clients through a deep-dive of the group's investment approach.
Marketing Kit
Sabin Wealth Management Group
This set of one-pagers discusses the team’s focus, clientele, wealth management process, and more.
Marketing Kit
Quin Oaks Investment Group
They mix-and-match their one-pagers to provide clients with the most pertinent details and services.
Marketing Kit
Ackler Wealth Management
In contrast to their location in New York City, earth tones and green imagery are used throughout this team's kit.
Marketing Kit
Lelekis Private Wealth Management Group
A streamlined, nearly all black-and-white pitchbook puts the focus on how this team can benefit their clients.
Marketing Kit
Naomi Marty
This firm-branded marketing kit features lifestyle photography to represent a wide-spanning client base.
Marketing Kit
Ackerman, Mendoza, Viljoen and Zurbrugg Financial Group
In their 11-page marketing kit, this team opted for modernized simplicity within the firm's brand guidelines.
Marketing Kit
Maddelina Wealth Management Group
This husband and wife team opted for a clean but dynamic look while representing their firm's mission and processes.
Website
OnPointe Wealth Management
Their website covers the team's depth of expertise, industry recognition, and two differentiating approaches.
Website
Sabin Wealth Management Group
With a keen focus on ESG investing, their "green" approach comes through across the whole website.
Website
Consiglio Wealth Management Group
A refined, stylish website that sets the stage for the team's accolades, community involvement, and services.
Website
Huffman Mayer Paolo Wealth Management Group
This site incorporates a regularly updated news portal of videos, seminars, newsletters, and accolades.
Website
Bartol Hoile Wealth Management Group
This team's sustainable investing initiative is brought to life with green imagery used throughout.
Website
Keystone Private Wealth Group
Like their brochure, this Nashville team's website is an elegant approach to exhibiting their insights.
Website
Maddelina Wealth Management Group
Similar to this team's marketing kit, their site uses regional landscape imagery to appeal to local clientele.
Website
preeminent Wealth Management Group
A central concept - getting to the summit of a client's financial journey - inspired this site's theme and imagery choices.