Val Haven Wealth Management Project

Their Story

Valhaven Wealth Management, based in Austin, believes that the first step in a successful endeavor is to “begin with the end in mind.” They help their clients define their long- and short-term goals, and together, they map out a financial plan to accomplish these goals. Their investment plans include tax issues, estate planning, retirement, risk management, and investment strategies, giving their clients a comprehensive plan for their futures.

How We Helped

Shane Sullivan of Valhaven Wealth was looking to create a new marketing presence. GLIDE partnered with Valhaven to help refine the brand strategy and craft an original site built around this new identity. As a result, the new brand has allowed the firm to see solid growth online.