Congress Wealth Advisor Solutions
Congress Wealth Management acquired an advisor group formally known as Pinnacle Advisory Solutions. I was tasked with folding this new acquisition under the company umbrella at the same time keeping a consistency between the brands. I created a set of brand guidelines, a website, marketing material and strategy performance collateral.
Congress Wealth Advisor Solutions offers institutional investment management and practice management solutions to support financial advisors in growing their business, tailored to help them achieve their own unique goals.