2021-2022

VIAWEALTH

"The team has had nothing but wonderful things to say about the presentation [website] today. You and your team did a wonderful job. Thank you for all of the hard work."

SHELLEY JOHNSON, DIRECTOR OF OPERATIONS

My Role

After auditing their brand and seeing the creative ads that I designed for them, ViaWealth wanted to move forward with my creative direction and brand guidelines were commissioned.

Previously, the website was dated with cheesy stock images and a very full blue/gray. The goal for their brand and website was to help them stand out amongst their competitors - so vibrant colors were incorporated into their palette as well as a simplified version of the logo.

Programs

Adobe -
Illustrator, Indesign, Photoshop, After Effects, XD, Dimension

About

ViaWealth works with individual investors, families, and institutions to truly understand their goals and values prior to preparing a financial plan. They specialize in serving successful business owners, professionals, institutions, and charitable endowments. They utilize a behavioral-based, values-driven, planning-first approach to identify and reach their clients’ financial goals.

target audience
Women/Men, Ages 30-60, with $1m in Investible Assets, Registered Investment Advisors in the Midwest

main competitors

Mercer Advisors, Captrust, Private Advisor Group, Hightower

Inspiration / Mood Board

Bright, friendly, and educational graphics to keep prospective clients intrigued and engaged. The use of established brand colors, iconography, and indicators creates visual consistency, which helps to build trust and reinforce brand identity. The art direction took into consideration what competitors are doing well – or poorly – along with some vibrant travel imagery as inspiration for the aesthetic. We want to make sure the ads and content feed appeal to both partners in the relationship.

Advisor Andy

PERSONA 1: Registered Investment Advisors
Gender: Female + Male
Age: 28-55
Location: Midwest, US
Titles: Investment Advisor, Asset Manager, Investment Manager, Investment Counselors, Portfolio Manager
User Behaviors: KOL Fanatic, Shark Tank Fan, Stock Investor, Private Equity, Venture Capital, Equity Crowd Funding

Leisurely Landons

PERSONA 2: Couple
Gender: Female, Male
Age: 30-65
Location: US
Titles: CEO, CMO, Entrepreneur, Owner, Founder, President, CFO
User Behaviors: Franchisees, Investors, 1M+ in Investable Assets, Frequent travelers, luxury cars

Contributions

Brand Consulting
Branding & Identity
Logo Revisions
Business Cards
Email Signatures
Investor Presentation Deck
Brochure
Folder Design
Paid Ad Design Strategy
Organic Social Content Design Strategy
Email Campaign Design Strategy
Website Design

Brand Positioning

ViaWealth designs portfolios for individual investors, institutions, and charitable endowments. They elevate the client experience across customized portfolio design and comprehensive financial planning to ensure they are prepared for When Life and Finance Meet.