Monticello Wealth Management

 

MONTICELLO WEALTH MANAGEMENT

Wholly owned by Jefferson Bank, the Monticello Wealth Management team is comprised of seasoned, highly experienced specialists with decades of combined experience in financial planning. TradeCraft developed a logo for iDirectTM — a self-managed online solution that matches you to one of their expert-designed portfolios. In addition to a new website, marketing collateral such as brochures, emails and flyers were designed for the Monticello team. A promotional photography shoot was also done in tandem to use on a variety of marketing pieces as well as their advertising campaign, including a media mix of traditional, non-traditional and digital tactics.

 
 
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