Neal was very patient and helpful. Very easy to work with and prompt with time :)
- Rocio A.
Rocio was wonderful to work with...always to make changes and suggestions...a true professional.
Great as always
How Waldron started their poster journey
Who are you known as?
Waldron Private Wealth
What industry do you think your business is most related to?
Accounting & Financial
Tell us a bit about who you are and the people you reach
Waldron Private Wealth is a boutique private wealth management firm that advises a select group of high net worth individuals, families and family offices. By limiting the number of clients it serves, Waldron can offer greater focus on how to best simplify the complexities of significant wealth, so all clients can achieve what’s important in their lives. Waldron’s advisory team is prepared to serve its clients across a wide range of key financial disciplines. The advisory team includes: three CPAs, 10 CFPs, an attorney, a certified divorce financial analyst and three members holding certificates from the Institute for Preparing Heirs. http://www.waldronprivatewealth.com
What inspires you and how do you envision the design for your business?
a 11" x 8.5" handout (probably works better as landscape) detailing our firm's growth since inception until now, over 20 years, nearing 21 years. This handout will be for new hires and current employees: a representation of growth with specific data points. The file must be In Design 6 compatible. the chart includes sensitive info that I will update when I get the final design, so there is some placeholder information in there now.
I made a simple layout with all the details, but I am not an artist and wanted to get a better version laid out. see attached doc for details.