Coaxing Out a New Brand for an Established Financial Services Firm
We initially met the team at Baystate Wealth Management while working for the firm’s sister company and charitable arm, the Baystate Financial Foundation. As things tend to happen in the agency world, some corporate restructuring took place and the parent company took their web development
While losing one of the largest financial services firms in Commonwealth isn’t always a good thing, there was an upside for BFD. That same
Uncovering the New Brand
As an established firm, Baystate had already
A breakthrough came when we learned that the Firm’s senior partner always admired the simplicity and lack of pretentiousness of the CAA (Creative Artists Agency) website. So our natural inclination was to rebrand the firm as BWM. It brought in more options from a treatment standpoint and also provided some distance from the Firm’s “Baystate Financial” roots.
(Creative Artists Agency Website: http://www.CAA.com)

(New Baystate Wealth Management Website home page above the fold)
Given this as a starting point, the website and branding took direction. The website launched last month and early results have been great. Stay tuned for more about this ongoing project.
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