Simplicity as a differentiator
Waldron is a boutique wealth management firm in the Pittsburgh area advising high net worth individuals, families, and family offices on far more than investments alone. With a diverse and specialized staff, their holistic approach featured expertise in tax and estate planning, philanthropic giving, business succession, and more. In other words, all that makes significant wealth complex.
They knew simplifying their clients’ lives was a key differentiator, yet the way they described their offerings was making the process seem anything but simple. Their name, Waldron Wealth Management, implied investment management alone, leaving out a significant portion of their value to clients. To attract the type of clients needed to reach aggressive growth goals at the start of their third decade, they saw the need to rebrand the firm.