Greenfield Belser 2017 Annual Review

Greenfield Belser has been a Finn Partners company for almost two years. This year we are adopting the new Finn brand style we created for the firm that is on the second spread of our book. That’s exciting for all of us here at Finn, but that’s hardly all that has been going on this past year. Really, it is impossible to say we love the work we did for one client more than another, but our goal is always to show you a balanced portfolio—across sectors with firms of varying sizes located all around the country. Read more here.

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Plante Moran Wealth Management

a personal CFO

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. Plante Moran 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.