Powerful financial planning with a personal approach

Launching a New Company Brand

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Description

Tedstrom Wealth Advisors provide private wealth management services to individuals and families seeking a clear, unbiased and predictable financial path to success.

Tedstrom's team of independent, fee-only investment advisors have an impressive track record of over 30 years of financial leadership and ongoing customer satisfaction tailored to high net-worth clients.

Whether you’re in need of expert investment advice, diversification strategies, liquidity or retirement planning, with Tedstrom you can count on financial clarity, strategy and discipline—paired with a highly personalized approach.

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Objective

After 30 years as Brown and Tedstrom, the two founding partners decided to start their own wealth management firms. The CEO conducted an extensive search of marketing agencies in Denver. His objective was to find a partner to help Tedstrom Wealth Advisors create their new brand, develop a launch strategy and execute that strategy within a very short period of time. All of this needed to be done without disruption to customers.

 

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What We Did

  • Developed a new Voice Identity that captured the value Tedstrom brings to customers — Powerful Financial Planning with a Personal Approach.

  • Developed a new logo and established Visual Identity that attracts.

  • Created a modern, search-optimized website that appeals to the target audiences and is easy to update.

  • Met stringent financial compliance standards on all communications, while keeping a relevant and powerful message.

  • Created an ongoing email campaign to nurture communications with existing customers and prospects. 

  • Updated social media presence, including LinkedIn and Facebook company pages. 

  • Optimized the website and maximixed local Google presence.   

Results

Tedstrom Wealth Advisors successfully launched their new brand with a fully integrated campaign and did not miss a beat in communications with customers. 
 

 
“We love working with Magnetika. Everyone on the team is strong and has great personalities. They are smart, attentive and delightful. When our 30-year old company rebranded with a new name, new logo, new website and new communications, the Magnetika team planned and orchestrated the entire launch. Magnetika developed our new positioning “Powerful Financial Planning with a Personal Approach. “ They think strategically, initiate ideas and execute under tight deadlines — Magnetika makes powerful marketing seem easy.”
— Peter Tedstrom, CEO

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Tedstrom Wealth Advisors, a registered investment advisor. Magnetika, Tedstrom Wealth Advisors and LPL Financial are not affiliated.