Case Study: Position Wealth LLC launches a successful brand with Toolbox Studios

Position Wealth LLC launches its brand in 2019 with Toolbox Studios and expands to 3 offices

Toolbox Studios partnered with Position Wealth LLC, a team of financial advisors seeking to become independent from Merrill Lynch. Their challenge was to launch a new, compliant brand that would attract attention, grow their clientele into new markets, and support future expansion.

The solution from Toolbox Studios included developing a full brand identity, a responsive website with a client portal, and a comprehensive launch strategy. As a result, Position Wealth LLC successfully grew its assets under management and client base, expanded to multiple new offices, and initiated plans for new ventures. Toolbox Studios continues to support their ongoing branding and marketing efforts.

Position Wealth LLC