Wealth Advisory Group

Research, Graphic Web and Design, Visual Effects and Video Design

The client

The Wealth Advisory Group is a diversified, independent advisor management group. Their mission is to enable there client base of financial advisors to recommend leading edge investment programs to their clients. Using an open architecture investment platform along with cutting-edge technology, they offer a comprehensive set of investment solutions from leading portfolio strategists and investment managers to help them customize a solution for their clients investment objectives.

Our approach

When we started working with the Wealth Advisory (WAG) Group there do it yourself web project had been under construction for almost years. We started with a creative audit and started making decisions on what content to keep or discard as me moved forward. Through carefully planned one on one phone interviews with clients, stakeholders, and professional colleagues we uncovered WAG’s unique “Branding Truth”. Or in other words what they people in the survey found most appealing, and meaningful about working with WAG. From there we were able to skillfully base all of our web, graphic, and video design and outreach efforts on this feedback.

Uncovering brand truth

Through carefully planned one on one phone interviews with clients, stakeholders, and professional colleagues we uncovered WAG’s unique “Branding Truth”. Or in other words what they people in the survey found most appealing, and meaningful about working with Wealth Advisory Group:

During this research process words that were most frequently used by participants were:

Wealth Advisory Group branding truth image

The primary discovery was that crooked foot Hunt Club was viewed by every single group as a:

Open and welcoming hunting and outdoor sports community

Our branding focused on telling the story of a friendly an inclusive community of hunters and outdoor enthusiasts enjoying time in nature together. Our primary message emphasized the personal connection that members already feel and that guests can discover when they come to Crooked Foot Hunt Club and continue to enjoy as members.


Graphic design


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Wealth Advisory Group Logo 001
Wealth Advisory Group logo 001

Main color palette

Wealth Advisory Group main color palette

Typography


Wealth Advisory Group typography

Motion Graphics and Visual Effects

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Video

Provided by: RIA Channel

Website

Visit the website: www.WealthAdvisory.Group

Wealth Advisory Group website on large devicesDownward arrow
Wealth Advisory Group website on mobile devices