We are a 100% fee-based comprehensive financial planning and wealth management firm. We take a life-based approach and help protect lifestyle, plan for the expected and unexpected, and create financial comfort and a legacy for our clients.
The image we want to present is of a trusted, established, large and powerful company.
Lastly, our company slogan is "Creating Wealth and Well-Being" which describes what we do and Globally diversified portfolios is just one part of how we do it.
Tell us a bit about who you are and the people you reach
Retirees, business owners/executives, corporations, families of all ages.
I'm looking for a full suite of collateral. cards, stationary, folders, etc...
Be as creative as you want. I want something that is both "current" and "hip" but also "refined" and elegant. I want us to be thought of as a investment company on the cutting edge that is current and modern, but also conservative in investment style and established/safe. How to blend that all together I'll leave up to you. Have fun!