Scope

We partnered with a newly established, women-owned financial consulting firm to build their brand from the ground up. With a focus on serving discerning clients seeking thoughtful financial guidance, we crafted an identity that felt both confident and warm. Our work included a brand discovery session, naming support, logo design, and a full suite of business materials — from business cards and letterhead to a custom folder and email signature. We also created supporting print collateral, including a greeting card, rack card, magazine article, and direct mailer.

Logo & Brand

The brand features a custom logotype that balances strength with warmth, with a distinctive “W” that can stand alone as a recognizable mark. A palette of soft earth tones and muted greens conveys stability, growth, and approachability, creating a grounded yet flourishing aesthetic.

Advertising Media

We created a custom magazine ad and a direct mailer campaign to introduce the brand with impact. Both pieces were designed to reflect the firm’s professional yet approachable identity while reaching new audiences in a memorable way.

Wealthwise brand photography and headshots by Heather Armstrong Photography, used with permission by Pacific Sky