Sawyer Wealth Management

A full brand overhaul and integrated marketing strategy helped Sawyer achieve a 640% increase in assets under management.

Sawyer Wealth Management turned to What Works Studio at a pivotal moment of evolution. Formerly operating as The Sawyer Group, the firm sought a new identity, a stronger market presence, and a unified brand strategy that reflected its expanding vision. What Works Studio was brought in to lead a full-scale transformation—from renaming and brand development to ongoing marketing management—laying the foundation for five years of sustained, exponential growth.

Our work began with the creation of a new brand identity that better aligned with the firm’s long-term goals. We developed a fresh name, logo, messaging platform, and comprehensive style guide that positioned Sawyer as a sophisticated, modern wealth management firm. A new website further anchored this identity, offering a streamlined user experience and a clear expression of the firm’s values, services, and approach. From there, we produced a full suite of marketing collateral, including targeted print ads for leading financial publications and a brand video designed to communicate Sawyer’s value proposition with clarity and confidence.

Following the rebrand, Sawyer retained What Works Studio as its full-service marketing partner. We executed ongoing social media, email marketing, and content strategies that deepened client engagement and expanded the firm’s reach. Over the course of five years, this integrated approach supported extraordinary growth and helped Sawyer Wealth Management strengthen its position within the financial services landscape.

A comprehensive brand and marketing transformation that helped Sawyer Wealth Management achieve remarkable growth and a commanding presence in its field.

Key Outcomes

• 640% growth in assets under management in five years

• Complete rebrand including new name, logo, messaging, and visual identity

• Launch of a modern, user-friendly website

• Development of marketing collateral and print ads for major financial magazines

• Brand video showcasing Sawyer’s market position

• Ongoing social media, email, and marketing management driving client acquisition and retention