Vertex Planning Partners

Vertex Planning Partners Logo Long Vertex Planning Partners Website Vertex Planning Partners Business Card Vertex Planning Partners Team Page

"Our firm was extremely impressed with the amount of creativity and passion that 898 Marketing brought to the table. They really got to know us and our business, and helped us craft a look and feel that both aligned with our values and communicated the essence of what we are trying to build. 898 kept the project moving ahead smoothly and were excellent at setting expectations and communicating along the way. We feel that our brand is unique and a strong differentiator within our marketplace. We couldn’t have chosen a better partner!”
~ Greg Benner, Managing Partner, Vertex Planning Partners

About This Project
Three of the most successful independent wealth management groups in the Midwest chose to combine to deliver a new type of financial advisory institution focusing on holistic generational planning in a collaborative culture for high net work clientele. The new partnership created one of the largest independent wealth management firms in the Midwest, managing over $400 million of assets. This new company not only needed a new name, but an entire strategy that included collateral and messaging. 898 Marketing was chosen to provide this during their RFP process in January of 2016.

Client Request
898 Marketing was commissioned to assist in the creation of an overall branding, communication and marketing strategy for the newly formed Chicago-based firm, Vertex Planning Partners. The six-month partnership entailed a complete company brand strategy, including the development of critical creative, such as the company’s name and logo, as well as communication assets such as a mobile optimized website with private client portal, print materials and strategic marketing consultation.

  • Name/Logo/Branding Development
  • Corporate Communications/Messaging
  • Website Development
  • Marketing Collateral Development

Branding, Marketing Collateral, Wealth Management, Web Development
branding, corporate messaging, vertex planning partners, wealth management
About This Project