AKD Wealth Partners
Wells Fargo Financial Advisors
Brand Strategy, Copyrighting, Design & Development, SEO
The Challenge
The Approach
Being a New York-based firm operating in a highly competitive category we recommended that time be spent exploring the mindset of the partners and staff, and their views on the competitive set. We then ran a brand discovery exercise that began with a one day workshop where we interrogated the client team on all facets of their business, brand, and values.
- Technology-Enhanced Human Connection
- Multi-Generational Wealth Understanding
- Values-Aligned Investment Strategy
Solution
Brand Story
The workshop insights guided the development of a Brand Story. We crafted a narrative that positioned AKD as guides who combine deep financial expertise with technological innovation to help families build lasting legacies. The story emphasized their unique ability to bridge traditional wealth management wisdom with modern investment approaches.
Visual Identity
The new identity system features:
- A refined color palette mixing deep blues with warm orange accents to convey trust and sophistication
- Custom typography that balances heritage with contemporary design
- A modernized logo that suggests both stability and forward momentum
Digital Presence
We designed and built a responsive website that:
- Uses clear, approachable language to explain complex financial concepts
- Features intuitive navigation and thoughtful user experiences
- Integrates the secure client portal with seamless functionality
- Showcases the team’s expertise through well-crafted content
Results
The refreshed brand and website helped AKD:
- Increase qualified leads from next-generation investors
- Improve visitor engagement and time on site
- Strengthen their market position as innovative wealth advisors
- Create a platform for sustained growth and evolution