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

Darryl Tombacher and James Formato

This firm-branded team wanted an updated brochure that took advantage of the rich gold tones of the Wells Fargo Advisors brand.

Team Brochure

Robinson Financial Group

A brochure that highlights the warm lifestyle of the Boston area, all in the clean and minimalist design the team wanted to see.

Marketing Kit

Sabin Wealth Management Group

This set of one-pagers discusses a variety of topics unique to this team’s focus, clientele, and wealth management process.

Marketing Kit

Quin Oaks Investment Group

The team wanted the flexibility to mix-and-match a collection of one-pagers to provide their clients with the most pertinent details and services.