AKD Wealth Partners

AKD Wealth Partners

Wells Fargo Financial Advisors

Brand identity and digital presence for AKD Wealth Partners, transforming how they present their wealth management services to connect with modern clients while honoring their established expertise.
Brand Strategy, Copyrighting, Design & Development, SEO

The Challenge

AKD Wealth Partners needed to evolve beyond traditional wealth management messaging to connect with a new generation of clients. They sought a brand identity that would reflect their innovative approach while maintaining the trust and credibility essential in financial services.

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.

Working closely with AKD’s leadership team, we conducted an intensive brand workshop to uncover the authentic story at the heart of their practice. Through collaborative exercises and strategic discussions, we identified three core principles that set AKD apart:
  • 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
The client is now working with us to develop a new outreach strategy.
Scroll to Top