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.
Keystone Private Wealth Group
This 12-page brochure is a sophisticated introduction to a large, professional team with extensive insights on the industry.
The Walton & Hitt Group
This team serves the San Diego region and wanted their brochure to mimic that lifestyle while still feeling traditional.
CTH Wealth Management Group
At 16 pages, this team's brochure provides a high-end look-and-feel and allows their warm prospects to learn more about their advisors.
Iron City Wealth Management Group
This is a traditionally sized brochure meant to show the strength of the team and the purpose behind their name.
The Arthur Woodby Financial Group
Committed to working with professional athletes, this team's brochure showcases their unique expertise in that space.
Griffith Financial Group
A mother-daughter team, their collateral represents their full-of-life personalities and audience in the Lake Charles, LA area.
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.
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.
Sejka-Lumsden Financial Strategies Group
This pitchbook/brochure hybrid is an initial piece of collateral the team uses to take clients through a deep-dive of their investment approach.
The Wilshire Group
This team's 23-page pitchbook is presented to their clients as an in-depth look at their approach to wealth management and portfolio planning.
Frank Wilhelmy Hearn Wealth Consulting Group
This pitchbook refines the team's voice while largely focusing on creating a unique, professional brand for the team using modern photography.
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.
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.