Wealth with a Purpose was a corporate spin-off initiated by a Scottsdale, Arizona investment firm that wanted to provide their high-profile clientele with tax-beneficial, charitable giving options. Among the services the company provided were principal-centered investment programs aligned with a variety of local and national social initiatives, along with secure wealth management and retirement planning. 

As a start-up venture, Wealth with a Purpose hired us to create their entire brand identity, including logo, value proposition, key messages, design elements and color palette. Of the options we presented, the company decided on the torch symbol for their mark, which included a stylized infinity sign within the flame to represent secure wealth management that carries on through generations. In addition to the Wealth with a Purpose brand identity, we produced their stationary and presentation template.

Deliverables:

• Concepts
• Key Messaging
• Corporate Brand Elements
• Logo
• Identity Package
• Presentation Template