Originally founded in 2008 as Wealth Management Marketing by veteran financial advisor marketing consultant Kristen Luke, Kaleido Creative Studio builds comprehensive marketing platforms for RIAs that encompass the processes, tools, campaigns, people, and systems needed to develop an impactful and autonomous marketing strategy.

As a boutique marketing agency, we are specialists for a specific type of Registered Investment Advisors that meet the following criteria:

  • Fee-only

  • Caters to private clients who would be considered mass affluent or high net worth (i.e., $500,000 to $5 million in investable assets)

  • Dedicated to a "planning first" philosophy when working with their clients

  • Often implements passive or hybrid passive/active investment strategies

  • Approximately ranges in assets under management from $100 million to $1 billion

  • Has at least one advisor or associate advisor other than the principal

  • Transitioning from an individual to a team marketing approach

Our Team

Marketing Professionals with a Financial Services Specialization

Kristen Luke

Kari Naperstak
Copy Editor

Brittany Peña
Creative Director/Account Manager

Jason Puffe
Graphic Designer

Mario Salinas
Graphic Designer