Evoke Wealth Management

Connecting Wealth with Purpose

We truly enjoy working with financial advisors who are making the transition to independent firms, especially when they have a distinct vision of their identity.

Evoke Wealth Management is a perfect example of a firm who knows who they are. We worked with them to establish a brand that matched their identity, creating a logo, stationery, and print materials to get them started on their journey to independence. They chose FMG Suite to build their website, and we provided the content writing needed to bring that to life.

Athishay and his partners have a vibrant and distinct approach to what they do, and we’re excited about future collaborations!

Client

Evoke Wealth Management

Services provided

Branding
Copywriting
FMG Suite Website Layout
Print

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Curo Private Wealth

When two companies merge, how do you tell the story in an authentic way? We helped do just that for Curo Private Wealth and Bernard Wolfe and Associates. This merger means an expanded bench of expertise and collaboration is available for their clients. We enjoyed working with the team to capture both the rich history of each individual firm and set the trajectory as they look to the future as one cohesive firm.

Client

Curo Private Wealth

Services provided

Content Writing
FMG Suite Management

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Aequus Partners Financial Planning

Calm. Clear. Confident.

When we met Yudi and Michael, they weren’t sure of what direction to head with their new firm. We started from the beginning – talking about names, brands, ideas, and concepts. Trust us, it was a brilliant meeting of the minds. These dynamic advisors had years of experience to bring to the table. We just needed to put it on display in a meaningful way. We landed on the word “Aequus” which is latin for “calm, fair, and just.” Perfection. We carried this theme through the logo, site theme and colors, and content.

Print Design

Presentation Folder

Print Design

Client Experience Timeline

Print Design

Business Cards

Powerpoint Design

Services Overview Presentation

Client

Aequus Partners Financial Planning

Services provided

Branding
Copywriting
Print (Business Card, Letterhead, Folder, Brochure)
Website Design (WordPress)
Powerpoint Presentation

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Chesson Financial Advisors

REflecting Progress

Chesson Partners has been in business for decades. All business undergo transformation, and Chesson was no exception. Much of their website and content remained relevant to their business, so instead of reinventing the wheel, we helped to optimize what was already there. We completed a logo refresh and several updates to the website content.

Client

Chesson Partners

Services provided

Branding (Logo Refresh)
WordPress Website Refresh
Local SEO

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Well Traveled Wealth

The Coolest Brand Identity, Ever

Well-Traveled Wealth is a husband and wife owned financial firm in San Diego. We like to use them as an example of branding gone right. They had a vision, and never wavered. From the photography to the logo and the content, they communicate the idea that wealth is not about numbers and account balances…it’s about experiencing what life has to offer. This content was a fun project! Check out their incredibly cohesive presence, from their print to their website.

Print Design

"Discover Confidence" Digital Flyer

Print Design

"New Advisor" Digital Flyer

Copywriting

Inspirational Word Wall

Client

Well-Traveled Wealth

Services provided

Copywriting
Print Design

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Monarch Wealth Strategies

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Print Design

Business Cards

Print Design

Letterhead

Print Design

Envelopes

Client

Monarch Wealth Strategies

Services provided

Branding
Copywriting
Print
FMG Suite Website Design

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Cornerstone Financial Advisors

Modern Branding

Cornerstone Financial Advisors has had a thriving business for over two decades. They wanted a more modern look for their logo and website without changing the integrity of their brand. We worked with them to update every element on the FMG Suite platform to get the refresh just right, adding new pages with updated custom content and unique team member biographies. We even helped provide the team with instructions on how to take new headshots with an iphone (and they turned out great!)

Client

Cornerstone Financial Advisors

Services provided

Branding (Redesign)
Copywriting
FMG Suite Website Refresh

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Seasons Wealth

Vision Brought to Life

As a newly-independent financial advisor, Kris knew what she wanted to say but the thought of creating an entire brand felt a bit overwhelming! Together, we talked about her vision and the most efficient way to create a strategic brand. On the FMG Suite platform, Kris chose her website template and our team took it from there. We assisted with copywriting, website layout, stock photography, and telling Kris’s story.

Client

Seasons Wealth

Services provided

Copywriting
FMG Suite Website Layout

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California Wealth Transitions

A Digital Identity

California Wealth Transitions needed a website that aligned with their service offering and client journey. Together, we designed a functional website that not only looks stunning but allows the CWT team to continue to publish valuable content for their prospects, and serves as a landing pad for paid campaign traffic from various sources.

Social Media

Social Post w Link to Blog

Newsletter Emails

Email Announcement

Client

California Wealth Transitions

Services provided

Website Design with SEO Focus
Copywriting
Social Media Management
Presentations
Newsletter Emails

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Fish & Associates

A Distinct Voice

Fish & Associates isn’t your typical financial advisory firm. Well established in Memphis, TN, they’re focused on helping clients get Return on Life. They utilized FMG Suite for their website layout and hosting, and we helped fill it all in with content development and personal biographies to showcase the dynamic team’s capabilities.

Client

Fish & Associates

Services provided

Copywriting