Challenge

Sage Mountain is an independent RIA firm, experiencing tremendous growth catering to entrepreneurs experiencing a liquidity event. They offer comprehensive, high touch services with a distinctive specialty in accessing and executing alternative investments.

The difficulty is in capturing this high-end class of client experience without it feeling like empty promises or conventional imagery.

Solution

We positioned the firm as an all-inclusive wealth management company, driven by personal touches and creative independence. We elevated the role of clients to firm partners in a two-way community dedicated to alternative investing.

We took inspiration from the world of luxury, wellness, and hospitality to create a new visual and verbal brand identity, brought to life through a reimagined website and pitchbook.

Results

Significant positive client sentiment and increase in likelihood to refer business