




Independent Financial Planner Branding
Lakeview Wealth Management is one of the most comprehensive rebrands we’ve undertaken as part of our 30-Day Financial Brand Accelerator program for financial service providers. Our client came to us with a very clear understanding of his ideal clients and the image they expect from their financial planner. He wanted his new branding to represent his hometown Cleveland pride, paired with high-end design, and he is super proud of the end result.
In addition to the projects shown here, we designed stationery, sell sheets, a multi-page welcome packet, fillable forms, post-it notes and promotional giveaways. Contact us to learn more about our 30-Day Financial Brand Accelerator and how it might benefit your service-based business!
CREATIVE SERVICES PROVIDED:
Initial logo concepts
Original digital illustration
Stationery package design
Custom trifold brochure
Printing and paper recommendations
Lobby signage design
Promotional products
Print-ready artwork