Design Wealth
Design Wealth is dedicated to helping clients live life to the fullest by making financial education the foundation of their advisory services. With a client-first approach, they create tailored, flexible financial plans that evolve as life unfolds. Through their partnership with RFG Advisory, a hybrid Registered Investment Advisory, Design Wealth leverages cutting-edge financial tools and a wide range of investment options to provide truly customized solutions for their clients.
Project Scope
Design Wealth needed a sophisticated and approachable brand identity that reflected its commitment to transparency, education, and financial empowerment. The goal was to establish a strong visual presence, build a user-friendly website that simplifies financial planning, and develop marketing materials that communicate trust and expertise.
Deliverables
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Brand Identity & Strategy – Logo design, color palette, typography, and messaging to convey professionalism and approachability.
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Website Design & Development – Custom UX/UI, mobile optimization, SEO, and a content-rich platform to educate and engage clients.
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Marketing Collateral – Brochures, client guides, presentation decks, and digital assets to support financial education and client engagement.
Results & Impact
Brand Identity
A polished, professional brand identity that builds trust and credibility.
Website Development
A user-friendly website that enhances client education and engagement.
Marketing Suite
A suite of marketing materials that effectively communicates financial strategies and solutions.
