Waldron Integrated Digital
Financial Planning with finesse
Building generational wealth needs to start somewhere.
Waldron is a different kind of financial planning, with high-touch services beyond traditional wealth management. They see around the corners to anticipate and identify opportunities that helps their audience achieve their long-term financial goals and preserve their wealth for generations.
The primary objective of these campaigns was to build awareness and nurture a longer purchase pipeline. Recognizing that trust takes time to cultivate, I crafted headlines and landing pages focused on Waldron’s Wealth Complexity Consultation—a unique, complimentary session designed to showcase the true value and expertise that Waldron brings to its clients.
Art Direction * Copywriting *Paid Social Media
Audience and Strategy
Wealth builders don’t entrust their finances to just anyone. They seek comfort, security, and a relationship that recognizes their unique achievements. Having climbed the ladder of success, they expect to be treated as individuals, not just another number.
This is where Waldron excels. As a boutique wealth management firm, Waldron delivers a personalized experience tailored to those who appreciate bespoke service. Every element I influenced or touched—headlines, copy, and visual direction—was crafted to embody a clean, elevated sophistication that resonates with the quiet luxury and refined brands this discerning audience knows and values.
Brand Campaign
The brand campaign highlighted the distinct advantages Waldron offers—key differentiators that matter most to business owners when considering wealth management. A series of ads were developed and tested, all directing audiences to a landing page that reinforced these value propositions with clarity and confidence.
Urgency Campaign
Down markets create opportunities that need the right financial planning to take advantage. Urgency triggers a sense of scarcity and exclusivity, which makes people fear they might miss out on a valuable opportunity. This fear of missing out was leveraged and tested against the steady-state brand campaign.
Print Ad
The only things more valuable than money is family and time. This message of simplifying wealth complexities was leveraged into a print ad featured in a popular financial magazine, extending reach beyond the digital campaign.
