Avere Wealth Management came to me with a clear goal: to stand out from competitors in a unique, captivating, and meaningful way. Obviously, I was up for the challenge.
Avere Wealth Management is an independent Certified Financial Planner ® offering tangible, tailored advice for C-Suite executives and minority entrepreneurs. Their mission is to educate, advise, and help implement strategies to give their clients great financial independence, confidence, peace, and security. Being a partner and trusted advisor, Avere Wealth Management acts in the best interest of their clients to ensure the client gets what they deserve. They are the client’s ultimate fan.
As providers of a high-end, full-service experience, and a one-stop shop for all things financial planning, Avere Wealth Management needed to have a thoughtful, well-developed brand identity – something their competitors lacked. This was a huge opportunity to set them apart.
While studying the competition and other firms in the financial sector, I pinpointed themes that needed to be avoided in order to catch the customer’s eyes:
By coming out strong in these areas, Avere Wealth Management would be miles above any competitor! The personality, candor, and comprehensive offering will keep them, while the brand will reel them in. The challenge was to appeal to both of their audiences – C-Suite executives and minority entrepreneurs. So let’s get into how we did this.
The typography chosen was a modern sans-serif to appeal to a range of audiences. It comes across as high-end but friendly and welcoming. Avoiding serif types that can feel stuffy speaks to their no BS approach.
The mark evokes peace, luxury, and competence. The primary logo represents what Avere Wealth Management offers and speaks to who they offer it to with a level of understated elegance.
It is simple and straight to the point.
The icon mark has deep meaning and is designed intentionally to represent Avere Wealth Management. It perfectly captures the understated wealth that speaks to the target audience. Let’s go into a bit of detail:
To say we nailed this branding is an understatement. Branding design can’t be done without a thorough competitor analysis. The final product brought their vision to life, with a high-end, functional, captivating brand that will help Avere Wealth Management stand out among the masses.
“Are tears an acceptable form of feedback? I love it!!! Totally exceeded my expectations!”
Interested in working together on your next brand project? Reach out via my contact form and let’s get the process started!