Comprehensive
Wealth Management

Services
Branding, Collateral, and
Website Design & Development 

Industry
Financial Services

Website
www.cwmnw.com

CHALLENGE: One of the PNW’s top 5 wealth management firms, CWM was struggling to shed an outdated brand that was under selling the exceptional level of service and performance this humble family business delivers.

SOLUTION: A complete overhaul. We began with research and strategic positioning, designed a new identity, and brought the brand to life through a suite of materials that included marketing collateral, business papers, a new Website, email templates, and more. The new brand has paid huge dividends in attracting new and larger clients. As one new client put it "You now look like the firm that you say you are." 

As a result of the comprehensive Brand work RocketDog delivered for Comprehensive Wealth Management, they continue to see the benefits of investing in their Brand. As they continue to grow their client base, they were also able to position their firm as the "best choice" for clients with larger portfolios. 

RocketDog Communications

1700 Westlake Ave N. #200

Seattle WA 98109

©2022 RocketDog Communications, Inc.