The Challenge
345 Wealth Management launched with no existing digital presence and needed to build brand awareness, trust, and credibility from the ground up. As a new wealth management firm, they needed a strong, consistent marketing foundation that could communicate their expertise, establish authority, and begin attracting the right audience.

The Solution
We created a cohesive social media and content strategy that established a clear, professional brand identity. Through consistent posting, thoughtful design, educational content, and storytelling that highlighted the firm’s values and expertise, we built a presence that reflected the quality and trustworthiness clients expect from a financial advisory team.

We partnered closely with the firm to shape their online voice, design assets that aligned with their branding, and create content that answered common financial questions while positioning 345 Wealth Management as a trusted expert.

The Impact
The strategy helped transform 345 Wealth Management from a blank slate into a credible and recognizable brand. Their social channels became a strong extension of their reputation, leading to increased engagement, more conversations with potential clients, and a clear sense of authority in a competitive market. Their brand presence now reflects who they are and supports their long term growth.

The Creative

The branding

Branding and Identity  |  Creative Strategy  |  Copywriting   |  Graphic Design  |  Social Media Content Production

345 Wealth Management

- Dillan, 345 Wealth Management

"Working with Yancey Social has been great for our firm here at 345. They always comes up with creative material and ideas that we could have never imagined. She helps take our ideas and turn them into a marketing message."


Shaping Ideas Into Meaningful Strategy

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