Our Work


Taking an RIA Firm to the Next Level

C.W. O’Conner Wealth Advisors, Inc.



The team at KSG supported CWO in creating a comprehensive brand solution. The project began with an in-depth listening session where the team at KSG could learn more about CWO and develop a stronger understanding of their firm. From there, the KSG team crafted a unique value proposition and brand voice for CWO that demonstrated the dedicated team service that the firm has always provided.

Services Included

  • Brand voice and value proposition.

  • Content production. 

  • Project management. 

  • Website UX development and design.

  • Print layout and design

  • Email marketing.

  • LinkedIn branding. 


Create a Bold Brand

Upstream Principles LLC



Upstream Principles LLC sought to establish itself in the marketplace as a new entity, challenging the status quo of the leadership and employee development industry.

Upstream Principles needed to create a bold, effective brand to tell its unique story. The company needed a cohesive look across all touchpoints, including its website, video, email, business cards, letterhead, and presentation deck.

Services Included

  • Logo and brand development.

  • Website design and development.

  • Animated video production.


Delivering a Memorable Video

FNBC Bank & Trust



The Ball is a black-tie event, drawing leaders from across the community. As a sponsor, FNBC had the opportunity to show a 30-second video during the event, highlighting why the bank supports Pillars.

The team at KSG had recently completed a brand voice development project for FNBC, and was uniquely positioned to quickly and efficiently develop key messages, write a script, and produce a customized, animated video for the event.

Services Included

  • Brand Voice Development 

  • Key Messaging Strategy 

  • Video Script Writing 

  • Animated Video Production


Tailored Content Development




Traditionally, attorneys communicate confidential information, often sought by hackers, via unencrypted email with different parties in the transaction process. Doxly identified a unique opportunity to tie a technology-driven rule update from the American Bar Association directly to the need for attorneys to use its platform.

As a rapidly growing start-up, Doxly needed content to support this opportunity, and as importantly, needed that content to do more.

Services Included

  • Content Development Strategy 

  • Content Production 

  • Project Management 

  • Writing and Editing 

  • Repurposing Strategy


Sophisticated Website

Fillenwarth & Associates



Attorney Steve Fillenwarth needed an updated web presence for his practice at Fillenwarth & Associates. He and his team help attorneys and individuals with complex divorce matters.

The website did not project the level of sophistication that the team brings to each matter. The site also did not clearly explain who the firm helps and how it helps those clients.

Services Included

  • Consultation on client’s service offerings.

  • Key message development.

  • Website design and development.


RIA Firms

Services for Financial Advisors


We help financial advisors with high-touch, high-impact marketing solutions. See how we can help your firm stay top of mind with clients, prospects and centers of influence.


Sound like services you could benefit from?