From Wirehouse to Boutique: Repositioning a New Independent

When they decided to go independent through a partnership with Sanctuary Wealth, the team of  Jackson, Hill & Fish saw an opportunity to discard waste and red tape, streamline the wealth management experience, and get more one-to-one with clients without the restrictions of a wirehouse.

We worked with them to establish this new identity through key messaging and brand collateral.

Elevating Brand Messaging

Jackson, Hill & Fish Private Wealth Advisors is a boutique firm made up of a tight-knit team of partners who specialize in strategies for corporate executives and business owners. This was the core brand image we worked to establish through the messaging and premium collateral we designed for the firm.

Working alongside Sanctuary’s transition team, we elevated the brand messaging for Jackson, Hill & Fish. In so doing, we also helped them elevate the type of client who would identify with their value proposition, so that they could refocus their firm around their ideal markets.

Photography and Transparency

Photography was also an important element in ensuring that clients of Jackson, Hill & Fish could perceive the boutique nature of the firm and the one-to-one approach to the advisory relationship.

We completed a full on-site photo shoot to capture the three partners and the office space. We also built imagery that would help convey the natural market focus of the team, so that new introductions to the team could identify with the brand while getting a sense of what it’s like to work with the team.

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