




Independent Financial Planner Branding
Lakeview Wealth Management is one of the most comprehensive rebrands we’ve undertaken as part of our Fresh Edit Brand Makeover 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 Brand Makeover 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