We are a financial planning firm catering to a very select group of high net worth clients. We specialize in comprehensive financial planning to assist clients in achieving financial freedom. Our core values are Growth, Trust, and Simplicity. We are a fee only fiduciary firm.
Tell us a bit about who you are and the people you reach
high net worth clients - business owners - executives top in their fields
We are looking for a log to represent our Financial Planning Business.
We deal with high end clients.
We would like something sophisticated, elegant, and simple.
Our core values are Growth, Trust, and Simplicity.
We like the colors blue and silver or light grey.
Our initials are SWA.
SEE ATTACHED "TREE" IN MARKETING PKT SAMPLES. (LETTERHEAD, BUS CARD, ETC.) WE WOULD LIKE INCORPORATED IN.
No cartoons or clip art.
We have experimented with a tree in our marketing package - see example.