The help-us-take-our-brand-
from-now-to-next special project


Everything about Summit Financial Strategies is different. From their no-fee approach to financial planning to the very first question they ask new clients: “What makes you happy?” So after 20 years, they needed their marketing plan to match. They began looking for a strong partner with a fresh perspective to help them transition from where they were to where they wanted to go next. That’s where treetree came in.



treetree launched a thorough, several-month rebranding project beginning with our discovery process. We uncovered the true essence—outstanding service, a highly customizable product and a level of client relationship building that often goes beyond lifelong partnerships to lifelong friendships.

Guided by a new positioning statement, “Now to Next,” we launched a cohesive campaign that included an updated identity, new website, print campaign, collateral to engage associates about the firm’s culture and engaging advisor videos. All combined, the campaign, took their business to the next level.

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A year after launching the new brand identity and campaign, Summit exceeded its goal for growth, and years later, we continue to help push their marketing in compelling and thoughtful ways.