I want to express my appreciation for your team’s efforts over the last three years in helping Highline double our assets under management to over $1 billion. The combination of your PR efforts and development, coordination and implementation of a penta-millionaire lead generation effort and events have been outstanding. I am also extremely pleased with your branding efforts that included development of our logo and stationery suite.

We will continue to look toward your firm as the experts in wealth management branding, marketing and PR.


Neal Simon
Founder and CEO
Highline Wealth Management

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