Wealth Evolution Group

SERVICES PERFORMED: BRANDING, print design, social media, content strategy, copy writing, video editing

Wealth management that goes beyond finances alone

Wealth Evolution Group offers wealth management in all areas of life, with a focus on behavioral finance to take a deeper dive into learned behaviors and beliefs regarding wealth.

A refresh, or an evolution? ——

Wealth Evolution Group came to us wanting a refresh for their identity. As the imagery of the butterfly was so important to their group, and to the concept of evolution, instead of replacing it we gave it an update. Their old identity had begun to feel dated and didn’t replicate well at smaller sizes. It was time for a facelift to to match the high caliber of clientele that they guide to financial wellness daily. The halo above the butterfly mark represents the four pillars integral to the Wealth Evolution Group strategy to financial wellness.

New identity and graphics to match ——

Updated branding meant an updated website, which meant Wealth Evolution Group was also in the process of a website overhaul. To help them shine, we created a series of graphics for use in their website and presentation materials personifying the steps and processes at the core of their approach. We had a ton of fun crafting a little visual story for each, and grew pretty fond of their butterfly in the process!

Creating effective (and approved) content ——

WEG had an added factor in their content creation in that all of their materials (text, print, web, design, everything!) needed to undergo a strict approval process by a third party compliance entity. It was an interesting first for us, and added an additional hoop to jump through when it came time to assist WEG in writing copy for their website and content outreach we had. We quickly adapted to the new guidelines in place and found our groove creating content that was both highly effective and compliance approved.