Challenge
As veterans of both small and large agencies, we pride ourselves on being adaptable enough to partner with agencies and consulting groups of all sizes, as these collaborations often lead to the broadest client opportunities and strongest creative work. This particular collaboration was initiated by our public relations agency partner, JConnelly, and introduced us to the partners behind Dakota Wealth Management, a Boston/Florida-based team of established investors looking to launch a new management firm with a unique industry approach that had yet to be personified.
Solution
We listened to the clients’ vision for their new company, and developed the concept, brand and visual identity behind “The Art of Wealth Management” calling out the personally-crafted attention to detail that embodies Dakota’s practical approach to portfolio management. We next brought this concept to life via an industry-award-winning website, an array of stunning corporate identity materials, a print campaign, and an ongoing series of marketing initiatives.
Results
This marketing vision and corporate identity led to a successful launch that enabled Dakota to firmly establish its place in the financial industry, achieving total assets of over $2 Billion and a multitude of corporate acquisitions with 13 offices in 10 states, and an ongoing partnership with New Frontier as the firm continues to grow. We’d consider that a masterpiece!
Our Work
- Corporate Identity
- Concept Development
- Website
- Copywriting
- Print Advertising
- Business Collateral
- Promotional Materials
- Graphic Design
- Email Campaigns
- Project Management
- Strategic Planning
“Their thoughtful and collaborative approach resulted in exactly what we hoped to achieve. To date, we consistently receive rave reviews on our website, print collateral, and social media representation. David and his team were committed, patient, clear, and incredibly responsive. We were so impressed that we entered into a long-term business affiliation with New Frontier for our ongoing marketing, advertising and digital needs. Highly recommend!!”
