When the Modernize team were going through the transition to being an independent wealth advisory, they needed a firm that was nimble and could adjust to the many FINRA regulations when developing a financial brand – this is where Xpleo shined. From the naming of the firm “Modernize Wealth” to development of the firms new slogan “Wealth Built By Relationships,” Xpleo was there every step of the way consulting on the brand positioning, image of the firm, story of the firm and so much more.