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Case Study
Anchor 1
Affinity Wealth Management
// Marketing Services
  • Social Media Management & Digital Advertising

  • Video Content

  • Print Advertising 

// Introduction

The client is a wealth management company based in Wilmington, DE. Their wealth management and investment management process is designed to create a lifetime of great experiences and memories.

Since 1974, Affinity has helped clients create life experiences that match their personal and financial means. We believe anyone can create any life they want, and we help clients live the best life possible. We do it, by helping people live more fully.

// Initial Findings

The company had a major pain point of not generating and receiving new client leads via their digital channels. Upon analyzing their social channels, Clear Pixel identified that the type of content, design and the frequency of social posts were inadequate to engage with their target audiences.


A strategic marketing plan was developed which included revamping their social media channels and focusing on establishing a brand that instilled both expertise and knowledge in their industry.  A two-fold social media campaign was established utilizing both organic and boosted posts for maximum exposure and ROI.  This combined approach established Affinity Wealth as a trusted leader and organization in the wealth management industry.


In conjunction with the social media effort, we also produced four marketing videos that are being utilized across multiple marketing channels including email outreach and social media posts. 


We also designed brochures and magazine ads that were designed for traditional marketing outlets and delivery.

// Social Media Management & Digital Advertising
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Profile Performance (Affinity Wealth) January 1, 2022 – August 31, 2022-3.png
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93% of financial institutions
utilize SEO + Digital Ad Campaigns as their primary
lead generation methods.


Trust your financial services marketing to experts in financial services marketing.

We get financial services 

Our team of design and marketing experts can help you identify your brand’s messaging and value proposition. We can help you develop your target audience, key differentiators, brand principles, and positioning.

// Video Content
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// Print Advertising
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Website Design & SEO


Our award-winning website designers will plan, conceptualize, and organize content and graphics to create robust, responsive websites.  

Our SEO specialists have helped hundreds of companies improve their ranking in search engines like Google and Bing, bringing our clients to the top of results and the forefront of their customers’ minds.


Video Content

We help our clients spread brand awareness and grab customer attention with award-winning, creative video production and marketing. Video marketing is one of our primary marketing vehicles that enable us to show customers why they should buy from or hire our clients. Videos are consumers’ favorite type of content to see from a business.  Over 78% of companies state that video content is a major part of their marketing plan. 


Social Media Management &
Digital Ads

Our specialists manage your active social channels and target potential customers with relevant advertising that reflects the best aspects of your brand. We help you reach more potential customers through social media with ads, promoted content posts, and core social media language and know-how across top online platforms.


Marketing Material

Our design team creates quality, colorful printed brochures, direct mail campaigns, point-of-sale materials, and many other collateral materials that integrate with your marketing strategy. 

Our turnkey services include creative art direction, document production, printing management, and distribution. 

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