Waterworth Wealth Advisors
Branding + Marketing + Digital
Waterworth website.
Challenge
Waterworth Wealth Advisors needed new branding, identity and companion collateral tailored to reflect the company’s core principles of stability, dependability, integrity, and confidence.
Waterworth Wealth Advisors needed new branding, identity and companion collateral tailored to reflect the company’s core principles of stability, dependability, integrity, and confidence.
Creative Insight
Very early on, the creative decision was made to translate those core principles into a striking and effective identity system, one that was both simple and elegant, while visually positioning the firm as one driven by traditional values of asset stewardship and rewards.
Execution
The new identity was used in several pieces of marketing collateral created to help the company's clientele manage their various assets. As these pieces – both physical and digital – are the main points of contact with the firm’s customers, the brand and identity is reinforced in the mind of the client each time they log in into their account online, review specific topic-centric brochures, or receive a piece of correspondence.
Why It Works
The classic, elegant design of the campaign immediately provides a "character" to Waterworth, one that is dependable, trustworthy, and serious of purpose, all qualities that are highly desirable for a financial services firm. The tone of the campaign subtly reinfornces to potential clients that this is a firm that holds itself to a high standard, who is old-fashioned in their values but up-to-date in their approach, and who has the discerment and judgment necessary to successfully handle their client's needs.
A series of high-end marketing brochures were designed to address specific subjects pertaining to the clients' wealth management needs. Shown here is the brochure focusing on Residential Assets.
Topic-centric brochures address specific strategies and processes applied to the management of the client's portfolios.
The brochures were designed specifically to address the client's understanding regarding current or future residential assets.
A great majority of the firm's clients are business owners or major stakeholders in large international corporations. The Business Assets brochure addresses specific topics regarding business-related assets.
The Business Assets brochure.
The Business Assets brochure.
The identity and branding were kept very simple and elegant to project the feeling of confidence and reliability, keys in the wealth management industry.
