We are a group of experienced Financial Advisors with a substantial client base. We will be leaving our current firm and establishing this new firm. Our practice encompasses all facets of financial advice - planning, investing, trading, hedging and insurance- we will have access to a full suite of financial instruments. We seek to maximize Absolute Return rathen than Relative Return.
Tell us a bit about who you are and the people you reach
The affluent and wealthy. They are primarily successful business owners, high level corporate executives or the second or third generation of "old money".
These people are concerned that their wealth may be in jeopardy and yet they have neither the time nor the interest/skills to manage their own financial affairs.
We are looking for something corporate, classic, but still accessible. we want something that initiates thoughts such as - trust, service, knowledge, integrity, opportunity, stability, results, affluent, cutting edge and dynamic.
The logo might include the initials "SWP" and/or the entire name. (Probably best to have the entire name even if the initials are used in the graphic.)
No reds. Some preference for black and purple. Black for sure, but hey we're paying for your creativity!
We will also be needing stationery and brochure design.