Peak Wealth Management
Expect a Higher Level of Financial Service

Elevating a Brand in a Crowded Space

Peak Wealth Management came to Fishnet in the summer of 2015 as a start-up looking for help launching their new brand. The company was focused on providing the same expertise customers would expect from a large firm, but with a higher and more personalized level of service. Through workshops, industry analysis and target audience research, Fishnet leveraged Peak Wealth Management’s differentiating value to shape the brand’s messaging and identity, and brought it to life through the design and development of their new website. Fishnet also created supporting collateral to assist in the brand launch and generate interest and awareness. These combined efforts helped the start-up make a successful impact right out of the gate.

Engagement

Planning

Fishnet conducted a branding workshop with Peak Wealth Management to better understand the company, its audience, market position and customer motivators. Leveraging this information to inform the brand messaging, Fishnet also conducted industry and competitor research to develop the brand identity and ensure effective communication of the company’s differentiating qualities across all consumer touch-points.

Creating

Following development of a comprehensive brand messaging document and brand identity package, Fishnet moved forward with the design and development of a new website for Peak Wealth Management that would tell the brand story in a visually compelling way with concise messaging. Fishnet balanced technology capabilities with user experience to create a responsive and compelling site for the target audience and all potential audiences as well.

Deploying

To amplify the brand launch, Fishnet created supporting collateral promoting Peak Wealth Management’s new website and unique offerings. In conjunction with this effort, Fishnet executed the brand launch and website deployment on time and on budget, generating immediate and continuing results for Peak Wealth Management.

When we came to Fishnet, we knew the value we wanted to provide to customers, but needed help turning it into something tangible. I was so impressed with how they took our vision and created a living, breathing brand that so clearly communicates the uniqueness of what we offer. We’ve had so much success since the launch and would recommend Fishnet to any company looking to stand out.

John Garrity, CFP®, AIF® Founding Partner, Wealth Manager