Launching a new CPA/investment advisory brand

Mark Sisto had worked in the financial industry for many years as an employee, partner in a firm, when he decided to take another leap and open his own practice. He consulted with Dreambox and engaged for a complete brand launch. Strategy sessions followed by brainstorming and iterative process yielded focused messaging that addresses both the tax/accounting practice and the investment advisory arm. The brand architecture combines common elements while keeping the two entities distinct. Tagline, logo, identity system, as well as a digital strategy that incorporates the online presence, permission marketing and social media communication are adding to the holistic brand experience.