Newly Formed Financial Advisory Firm

Palumbo Wealth Strategies, LLC

My name is Matthew Palumbo and I am the sole advisor of my firm Palumbo Wealth Strategies, LLC. My tag line is "Unbiased advice with integrity". I would like to incorporate that perhaps see two models one with and without in the new logo as a tag-line. I am a younger advisor with 6 years experience. I have a lot of knowledge for my age. I take the time to get to know my clients and build a personal relationship with them. I build financial plans for their life. Words you may want to think of while designing are: Wisdom, ethicak, constant, practical and knowledge. My main demographic is age 40+ but like to reach all ages. I would like to focus on affluent educated investors. I am located in the Seattle, WA area. Most of my clients are blue color workers, and modest people. I would like to combine that with a focus on the whit colar as well that ties all of the attributes in.

I AM IN MY LATE 20's (29) so I fight a constant battle of looking young although I have the knowledge and experience from the biggest downturn in 2008 in out market and economy and my business and clients are still standing.

I would like examples of how you would incorporate this into stationary such as letter head, business cards and envelopes. I feel that will give me a better idea on which design is more versatile.

My main demographic is age 40+ but like to reach all ages. I would like to focus on affluent educated investors. I am located in the Seattle, WA area. Most of my clients are blue color workers, and modest people. I would like to combine that with a focus on the whit colar as well that ties all of the attributes in.

THE ATTACHED BROCHURE IS WHO I CLEAR THROUGH BUT IT GIVES A IDEA OF WHY I WENT INDEPENDENT AND ON MY OWN WITH LPL AND NOT A PROPRIETARY COMPANY.