Cassandra Smalley Wealth Management

After many years working for large wealth management firms, Cassandra Smalley felt a calling to venture out and create her own wealth management firm. She developed her firm centered around a mission to empower women to define and use their voices at the financial table. Taking such financial control allows women to enjoy a fulfilling, purposeful, creative, and joyful life. 

After many years working for large wealth management firms, Cassandra Smalley felt a calling to venture out and create her own wealth management firm. She developed her firm centered around a mission to empower women to define and use their voices at the financial table. Taking such financial control allows women to enjoy a fulfilling, purposeful, creative, and joyful life. 

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After digging into this vision for Cassandra’s business, we developed a brand positioned around women taking control of their financial future. Marketing materials highlight the confidence women will feel when they work with Cassandra to create their purposeful life. Our work included logo development, email templates, setting up the company’s digital footprint, a press release announcement of the company, and website development.

From the very beginning, their eye for creativity and dedication to helping me build my brand far exceeded my expectations. The team took the time to thoroughly understand my business goals, target audience, and unique selling points. They asked insightful questions and listened to my ideas, blending them seamlessly with their own creative vision. The branding process was nothing short of exceptional. Pyper crafted a brand identity that perfectly captured the essence of my business. The logo, color palette, and overall aesthetics were not only visually appealing but also conveyed the message I wanted to send to my clients and transformed my vision into reality.

Cassandra Smalley
Owner & CEO, Cassandra Smalley Wealth Management