Branded Collateral to Elevate Presence in Competitive Spaces

Company Size

 ~ 12 employees

Industry

RIA, Wealth Management

Challenge

Tarbox Family Office has a strong visual brand and culture that set it apart. As the firm showed up in more digital marketplaces, industry publications, and live events, leadership wanted to ensure its materials reflected that same energy and professionalism.

The opportunity was not to reinvent the brand but to extend it. The firm needed cohesive, high-impact collateral that felt aligned with its personality while helping it stand out in crowded environments.

Solution

Out & About Communications partnered with Tarbox to translate its culture and brand into polished, strategic assets across digital and print. We built on the existing foundation, refining copy to feel confident and welcoming and designing materials that carried the brand consistently across every touchpoint. The result was a unified presence that felt unmistakably Tarbox while helping the firm attract the right attention.

Deliverables

  • Virtual Job Fair Booths: We designed two branded booth experiences that combined bold visuals and culture-forward messaging, helping the firm stand out in competitive event settings.
  • Social Media Hiring Campaign: We developed templates and campaign copy that highlighted the firm’s culture and created a repeatable system for promoting opportunities with consistency.
  • Careers Page Updates: We refined messaging and structure to better communicate the firm’s expectations, personality, and values to prospective candidates.
  • Investment E-Brochure and Magazine Spread: We created polished client-facing collateral that balanced sophistication with warmth, reinforcing credibility while staying true to the brand voice.

Results

Tarbox strengthened its visibility across digital and live environments with a more cohesive and confident brand presence. Event materials stood out, marketing assets felt aligned, and the firm gained repeatable tools to support ongoing growth.

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