Logo Design Case Study for WealthGuard LLC of Westport, CT

WealthGuard LLC is a Westport, CT based company. Below is an abbreviated version of their creative brief that helped us create their unique logo design.

Please describe your business, product or service:

Fee-only, comprehensive financial planning firm offering unbiased, conservative advice. Bridging the gap from where they are today to where they want to be. The process starts w/ Values (what's truely important) to aligned goals, to benchmarking curnt reality, to a written action plan for implementation. We wk w/ their advisers to implement or they hire us to implement the investment plan

What type of mood, or “feeling” would you like to convey with your logo?
Professional, conservative, safe, creative solutions to their vision. We see ouselves as stewards of client's wealth & seek to help a finite # of families to build, protect, preserve, harvest and bequeath multigenerational wealth-all carried out in the context of a formal comprehensive financial, investment & estate plan. My 3 niches are High Net-Worth divorced/widowed woman, HNW pre-retirees (55+) and HNW indivs. who are charitably inclined.

Would you like a symbol or text based logo?
Symbol -- this is a more abstract illustration with your company name typeset alongside

Where do you envision using your logo?
WebSite, PrintedMaterials, FullColorBrochures, PromotionalProducts

How many colors would you like to use?

What Graphical elements should we use in your logo?

What elements would you like to avoid?
Progressive, Cutting Edge, Exclusive, Stable, Friendly, Conservative, Professional, Serious

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