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Agile Marketing Collective partnered with PeakValley Wealth to support their rebranding and help define their new identity in the financial sector. Over the years, our collaboration with PeakValley has evolved from foundational website design to a complete brand transformation, including logo design, headshots, print materials, and a new website.
PeakValley Wealth is a group of experienced, trusted, client-centered financial advisors. Originally launched under a different name, they engaged Agile Marketing Collective to spearhead their rebrand to PeakValley Wealth—a name that better reflects their commitment to guiding clients toward financial growth and stability. Based on a strong client relationship spanning several years, we undertook the challenge of translating their vision into a cohesive brand identity.
PeakValley Wealth’s rebrand required a seamless transition that retained client trust while showcasing their evolution. They needed a new logo, an entirely redesigned website with a financial services portal, updated marketing collateral, professional headshots, and print materials to support this shift. Additionally, as a longstanding brand in their community, PeakValley needed to ensure their new identity felt familiar yet innovative and professional.
Agile Marketing Collective collaborated closely with PeakValley Wealth, beginning with strategy sessions to capture their new brand vision. Our approach included:
Logo & Brand Development: Creating a refined, professional logo that embodies PeakValley’s dedication to financial guidance and growth, setting the foundation for their visual identity.
Custom Website Design & Development: Building a user-friendly, mobile-responsive website that integrates PeakValley’s financial services portal, allowing clients secure access to account information and resources.
Professional Headshots & Visual Assets: Capturing new headshots of the PeakValley team and coordinating all visual content to reflect the brand’s high standards and welcoming, professional atmosphere.
Print and Marketing Collateral: Designing a comprehensive suite of branded materials—including a print booklet, brochure, and business cards—to unify the new brand and communicate PeakValley’s values and services to clients.
Technical Support and Training: Developing an intuitive technical framework and providing training so the PeakValley team can manage day-to-day website updates with ease.
Our rebranding efforts for PeakValley Wealth resulted in several impactful outcomes:
Strengthened Brand Identity: With a new name, logo, and cohesive marketing assets, PeakValley Wealth is positioned to lead in their market while maintaining the trust of existing clients.
Enhanced Online Presence: The new website features an integrated financial services portal and a design that aligns with PeakValley’s values, ensuring an accessible and engaging client experience.
Increased Brand Recognition: Through strategic digital and print assets, PeakValley Wealth has expanded its visibility and reinforced its reputation in the community.
Empowered In-House Management: Training provided by Agile enables the PeakValley team to independently manage their digital assets, ensuring smooth, day-to-day operations.
Our collaboration with PeakValley Wealth exemplifies how a strategic rebrand, rooted in a client’s vision, can achieve both continuity and growth. At Agile Marketing Collective, we’re proud to have played a pivotal role in creating a brand identity that PeakValley Wealth can proudly carry into the future.
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Situated in the heart of Roanoke, VA, our agency finds its home in a community as vibrant and diverse as our client portfolio. Roanoke's unique blend of small-town charm and accessible global connectivity fuels our passion for delivering top-tier marketing services. From the serene Roanoke Valley, we extend our reach far beyond local borders, offering tailored, effective marketing solutions to businesses around the world.
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