Sontag Advisory

Building Trust in Financial Markets One Client at a Time

Respected as one of the nation's best financial advisories, Sontag Advisory sought to transform its brand to better represent their business and to position the firm for growth in new markets.

Building on the company's value-investing philosophy, Sontag Advisory's brand identity reflects the firm's emphasis on stable, long-term wealth management. Since their rebranding in 2004, Sontag Advisory has grown to become the largest independent RIA in New York State with 4.5 billion in assets under management.