Agency Creates Brand Initiative for SFMG Wealth Advisors

Agency Creative creates Brand Initiative for SFMG Wealth Advisors

By Agency Creative
August 7th, 2014

Agency Creative recently completed an integrated brand initiative for SFMG Wealth Advisors, a Dallas-based wealth management group.

SFMG Wealth Advisors is an Independent Registered Investment Advisor group offering fee-only financial planning and investment strategies based on an individual’s life stage and goals.

“SFMG is a first-class team of advisors who help individuals and families target their personal financial goals,” said Mark Wyatt, president of Agency Creative.

Agency Creative met with the managing partners at SFMG to create a focused strategic marketing approach for their brand. The brand insight that emerged is summarized in the company’s new tag line: Confidence for Life.

“The Agency Creative team took the time to understand the complexities of this highly regulated industry,” said David White, managing director at SFMG. “But, best of all, they took the time to unearth the brand qualities that separate SFMG from the pack.”

In addition to creating a strategic brand positioning statement and supporting rationale, Agency Creative developed a responsively designed website with fully optimized copy, marketing collateral and more.

“The management team at SFMG is thrilled with how everything turned out,” said White, “Calling on Agency Creative was one of the best marketing decisions our firm has ever made.”

Agency Creative creates Brand Initiative for SFMG Wealth Advisors

Agency Creative recently completed an integrated brand initiative for SFMG Wealth Advisors, a Dallas-based wealth management group.

SFMG Wealth Advisors is an Independent Registered Investment Advisor group offering fee-only financial planning and investment strategies based on an individual’s life stage and goals.

“SFMG is a first-class team of advisors who help individuals and families target their personal financial goals,” said Mark Wyatt, president of Agency Creative.

Agency Creative met with the managing partners at SFMG to create a focused strategic marketing approach for their brand. The brand insight that emerged is summarized in the company’s new tag line: Confidence for Life.

“The Agency Creative team took the time to understand the complexities of this highly regulated industry,” said David White, managing director at SFMG. “But, best of all, they took the time to unearth the brand qualities that separate SFMG from the pack.”

In addition to creating a strategic brand positioning statement and supporting rationale, Agency Creative developed a responsively designed website with fully optimized copy, marketing collateral and more.

“The management team at SFMG is thrilled with how everything turned out,” said White, “Calling on Agency Creative was one of the best marketing decisions our firm has ever made.”


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Agency Creative recently completed an integrated brand initiative for SFMG Wealth Advisors, a Dallas-based wealth management group.

SFMG Wealth Advisors is an Independent Registered Investment Advisor group offering fee-only financial planning and investment strategies based on an individual’s life stage and goals.

“SFMG is a first-class team of advisors who help individuals and families target their personal financial goals,” said Mark Wyatt, president of Agency Creative.

Agency Creative met with the managing partners at SFMG to create a focused strategic marketing approach for their brand. The brand insight that emerged is summarized in the company’s new tag line: Confidence for Life.

“The Agency Creative team took the time to understand the complexities of this highly regulated industry,” said David White, managing director at SFMG. “But, best of all, they took the time to unearth the brand qualities that separate SFMG from the pack.”

In addition to creating a strategic brand positioning statement and supporting rationale, Agency Creative developed a responsively designed website with fully optimized copy, marketing collateral and more.

“The management team at SFMG is thrilled with how everything turned out,” said White, “Calling on Agency Creative was one of the best marketing decisions our firm has ever made.”

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