DAX Wealth Management

Financial planning with a female focus.

Creating the look and feel for their capabilities brochure that communicated their new positioning was perfectly suited for our agency. We knew we had to find a balance between their new messaging and the strict compliance financial planners and wealth managers must adhere to. Their new brochure was accepted by Ameriprise compliance, and the final piece will be used as a tool for Dax Wealth Management to use when meeting with new potential clients.

The Challenge

  • Regulatory compliance guidelines for financial planning services
  • Navigating through branding guidelines required by Ameriprise
  • Positioning the marketing to a subspecialty (women) within a niche market (local community)

The Results

  • Polished presentation brochure for target demographic
  • Branded look and feel that made the company more accessible to women
  • Content that clearly communicated the company‚Äôs core services

Although Dax Wealth Management is part of the larger company Ameriprise, we were able to provide them with new strategic positioning and branding within their specific niche market.

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Our Role

  • Concept and Design
  • New Brand Development
  • Copywriting
  • Photoshoot Art Direction
  • Photoshop Retouching
  • Pre-press Production
  • Manage Printing


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