Aegis Wealth Advisors

Aegis Wealth Advisors initially approached me to help establish their brand strategy. With a new key team member joining Aegis in 2026, who along with servicing clients was leading their marketing efforts, it became clear to them that before beginning their new marketing efforts it was important to strengthen their positioning and get aligned behind consistent messaging.

Once the brand strategy process was completed and we all felt great about the evolved positioning, they had originally chosen to handle implementation of the strategy themselves. With a website update being one of the most impactful parts for them to execute on. Tim and Bryan at this stage in the process, chose to shift their approach and work with me on updating the website.

While the visual design style and layout of their new website aren’t unique or that creative, I chose to include this in my portfolio because the system they use (FMG Suite) is very restrictive in its design capabilities and UX. Meaning the focus of their website needed to be the messaging and content across a handful of core pages. We decided to do a team photography session to give us real photos of them in key areas of the website to strengthen their brand presentation by not using generic stock photography everywhere.

The brand photography I shot, along with the messaging and content I wrote for the website provided them creative assets to use and evolve in their marketing efforts – giving this small team the direction they needed and ready-to-use assets to ensure what they’re presenting is consistent across their marketing channels and verbal communications, and they’re spending less time executing on marketing efforts and more time working with their clients.