ripe to pick

Another bumper crop year

And brand new fields to hoe with Finn Partners.
Our focus on creating and marketing fresh brands with clients remains at the core of what Greenfield Belser does. Inside this year’s annual review, you’ll find our picks for brand makeovers, extensions and campaigns that drive growth.

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A Brand New Look for Plante Moran Wealth Management

By Greenfield/Belser
January 22, 2015
A Brand New Look for Plante Moran Wealth Management

Modern wealth management calls for new tools, techniques and agility. But it also targets a next generation of investors who are not always drawn to hidebound advisors. Enter the rebranding of Plante Moran’s unit, one of the Top 10 U.S. firms ranked by assets under management. The firm competes with banks, investment houses, financial planners and insurance providers, but its difference lies in its CPA firm roots and the promise of a “Personal CFO.” The firm is fully independent, with no proprietary investment products and no agenda—other than helping clients flourish and make wise decisions. A new website, pitchbook and ads are a refreshing take on today’s wealth management. Sharp, fresh, scannable and informative. Below are images from the firm's new brand:

Rotating homepage of new site

Plante_Moran_Homepage

Cover of new pitch book—imagery also does double duty on the web site, rotating through the marquee and elsewhere on internal pages

Plante_Moran_pitchbook_cover

Internal pitch book spread with competitive landscape

Plante_Moran_Pitchbook_2

A second internal spread with collaboration process

Plante Moran Wealth Management ad

Plante_Moran_Get_Wiser