Brand Identity System for Wealth Advisors in La Jolla, CA
Far from the bustling financial hubs of New York City and Chicago, Financial Alternatives Inc is tucked away in La Jolla, CA. This group of trusted financial advisors has been giving personalized attention to successful clients since 1991, and the average client stays with these trusted advisors for 10 years. The group has been named one of the top wealth managers in the United States on numerous occasions by Rob Report Worth Magazine. In those 10 years, the brand identity did not change.
The group needed a brand identity that would be appealing to investors with $2M in assets and up, but still convey a sense of customized service and approachability. Financial Alternatives also needed an identity that would measure up to the stiff competition from the larger firms in big cities, and would not need to be updated ever.
Careful research found that Mass Affluent consumers feel under-served by financial services companies, and that there is a great opportunity to serve this market by using targeted marketing messages, customized products and personalized services. It was also found that the quality of their relationship with their financial advisor is more important to those in the Mass Affluent segment than the firm with which the advisor is affiliated.
The finished identity is polished, simple, and elegant. Just as financial advice needs to be kept simple, so did this brand. The identity tells the story of a small firm by the ocean with extensive knowledge, attention to detail, and perfectly capable of delivering the same results as much larger firms, but with personalized service.
