MainLine Private Wealth

PERSONAL FINANCIAL ADVISORY SERVICES

ALL PROJECTS

Description

MainLine Private Wealth is one of a family of companies formed to provide investment advice and portfolio management services to individuals, businesses, and institutions. Each client’s account is customized and managed according to the risk tolerance, goals, and objectives of the client. As an advisor, MainLine Private Wealth provides personal financial advisory services and presents passive investment strategies for affluent families with one goal in mind: to preserve and grow wealth. Supported by the infrastructure developed by the leadership of CMS, the firm consults with clients on nearly all aspects of their personal financial life as well as issues relating to its clients’ defined contribution plans to manage market risk and ensure secure and sustainable affluence. We invite you to learn about our services and the benefits of passive, indexed investing to reduce cost, volatility, and ultimately the risks of speculating so you can capture the returns that the capital markets provide.

Deliverables

Brand/Logo/ID Package
Brochure System, Product Sheets
Print Collateral & Premiums
Tradeshow Booth Displays
Postcard
Direct Mail Campaign
Kangaroo Folder/Service Sheets
Website, Mobile, Responsive, SEO

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Ads / Branding / Digital / Print

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Business Services / Professional Practices

FEATURED PROJECTS

Propel Schools

Markosky Engineering

Power & Industrial

Mattress Factory

UPMC: Donors Matter

Network Access

The Forbes Funds

Select International

CleanCare

Weisshouse

DonorPro

Special Pathogens Lab

Quantum Theatre

ProGrass Turf

Pittsburgh Arts & Lectures

AWARD WINNING CLIENTS

Droz Marketing is AMAZING. In less than 2 months, they helped us transform our brand, website, marketing materials and overall voice and leverage our move. The entire staff is responsive, innovative and hits the nail on the head every time. Also, Dan makes it all fun, including getting us all addicted to 100 Grand candy bars.”

– APRYLE DAVIS, Marketing Director, Markosky

AWARD WINNING CLIENTS

“If I had one phrase to describe our experience with the Droz team, it would be ‘surprising, yet obvious.’ Virtually everything they do exceeds our expectations, not just because it solves the problem in a creative way, but expands our possibilities. They elevate the role of marketing and get everyone involved.”

– CRAIG ELIAS, Executive Director, Architectural Woodworking Institute

AWARD WINNING CLIENTS

All of us at Propel continue to be thrilled with the service that Droz provides to us. Somehow, you guys consistently manage to deliver products that are right on target and right on time. When I look at our website, brochures, the publicity, our letterhead and other printed materials, I am so pleased. Everything looks so sharp and well coordinated…Our meetings seem as though we are having a casual conversation, but they always have an agenda and believe me, they make sure we get through it! Thanks for being such a great partner.”

– ANNE D’APPOLONIA, Marketing Director, Propel Schools

AWARD WINNING CLIENTS

Thank you for all your work on Operation TARGET. You were always a great pleasure to work with and you put together a terrific campaign. (We) were very lucky to have been able to collaborate with such a talented, professional and nice crew.“

– HARRY LITMAN, United States Attorney for District of Pennsylvania

AWARD WINNING CLIENTS

Droz Marketing has been our turn key solution for everything we needed, from branding to our website. They defined a strategy to enable us to further penetrate our markets, helped us define a unique position in the marketplace, developed our web strategy and marketing communications..everything. They’ve really helped us create a consistent brand and have worked well with everyone in the firm.”

– EVAN SEGAL, CEO, Dormont Manufacturing

AWARD WINNING CLIENTS

Before we were Weisshouse, we were Modern Curtain and Rug Company. Dan pointed out that we weren’t modern, we didn’t sell curtains, and rugs meant a bad hairpiece. Droz turned us around with a powerful brand, website and strategies that help us dominate our market. They are truly partners. They came up with the WeissCrispy Treat and the general Weissification of the world, and a brand that increased our exposure, our sales, our margins, and the magnitude of my migraine headaches.”

– LOU WEISS, Head ‘Weissguy’, Weisshouse Design Store