– Jessica Gibbs, CFP® · Partner at Monument Wealth
Monument Wealth had already evolved into a sophisticated wealth management firm. But too many ideal clients weren’t recognizing that fast enough.
We repositioned Monument visually and digitally, which lead to a measurable increase in engagement, new client meetings, and credibility perception.
The team at Monument knew the caliber of their work was high, but they weren’t attracting enough of the clients they considered an ideal fit.
After they refined their positioning and ideal client profile with growth consultancy CultureCraft, I helped translate that strategy into a clearer, more differentiated market presence.
Starting with a redesign of their logo and sales deck, we rebuilt how the company communicated visually and digitally so its sophistication, personality, and value spoke directly to the type of clients they want to reach.
Jessica Gibbs, CFP®
Chief of Staff
Monument Wealth Management
The goal wasn’t simply to modernize the Monument website. It was to create a more consistent and differentiated digital presence that reinforced their authority at every stage of the client journey.
We designed their new website and supporting digital materials to better reflect the caliber of their firm and create a more polished experience for prospective clients across web, video, social, and presentation channels.
Emilie Totten
Chief Marketing Officer
Monument Wealth Management
As Monument entered a new phase of growth, I worked alongside internal marketing leadership and external consultants as an embedded creative partner, helping maintain consistency, momentum, and strategic clarity across the brand experience.
I’m continually on-hand to help ensure everything from their email campaigns to client updates is elegant, concise, and effective.
David B. Armstrong, CFA
Chief Executive Officer
Monument Wealth Management
This wasn’t about making Monument look prettier.
It was about helping the right clients immediately recognize the sophistication, clarity, and thinking already inside the firm.
Sales story refinement • Logo and brand system refresh • Website redesign • Digital marketing systems • Presentation systems • Fractional creative leadership
Ongoing partnership since 2025
