Raising in the next 3 months? Get your brand, website and pitch deck ready with the Raise kit.

Wealth Management Branding Agency

Present the relationship your firm offers private clients and families with an identity that carries through every introduction. NexaFlow develops the positioning, logo and visual system around your service model, then shows how your advisors and marketing team can use it in client communication and the materials agreed for launch.

Get in touch

See Pricing

A firm identity built around the private-client relationship.

Trusted by businesses across the US, UK and beyond.

An identity built around your business.

A prospective client may meet one advisor first, then work with several people across the firm. Wealth management branding needs to make that relationship understandable: who you serve, how your team works and which services belong together. We review those questions with the people responsible for the client experience before developing the creative direction.

The identity is considered in the settings where clients encounter it, including advisor introductions, meeting materials and continuing communication. We assess which existing names, colors or visual details hold useful recognition, then define a direction that reflects the firm you operate today.

Discuss your wealth management identity and the client materials that need attention.

Get in touch

Show how the firm supports a personal relationship

We develop creative directions using an advisor introduction and a client document alongside the main logo. Seeing the same system in those different settings gives your team something practical to review: how people are introduced, how services are grouped and how a longer explanation reads.

Typography, photography and page hierarchy are chosen together. The system can accommodate a personal advisor voice while keeping the firm recognizable across offices. Agreed application examples then establish the rules for extending the identity into subsequent client materials.

One creative team.
Brand, web and sales materials.
A consistent starting point.

NexaFlow connects positioning and identity design with the applications agreed in the project. Your service leads and designated reviewers check the descriptions and credentials behind the work. Website production, full presentation libraries and print rollout can follow through the same team under a defined additional scope.

Carry established recognition into the next stage of the firm

A new partner, acquisition or change in client focus can leave a firm with several styles of advisor presentation and client communication. We review the materials together to understand which differences reflect the service and which come from separate production decisions. That assessment gives the refresh a clear purpose before design begins.

The handover connects the firm identity to the ways people introduce and explain the service. It includes the approved logo system, typography, colors and agreed examples, supported by rules for advisor profiles and the client documents in scope. A rollout sequence identifies the materials that need to change together and those that can follow their normal replacement cycle.

This service centers on a continuing private-client relationship. An advisor-led practice can use our financial advisor branding service. A wider digital project can apply the identity through separately scoped wealth management website design.

How the identity works for your team

The identity

The visual direction starts with your client proposition and the way the firm delivers it. We consider how the mark, type and imagery behave in a personal introduction as well as a detailed document, giving your team a consistent expression of the same service relationship.

The applications

An advisor biography, introduction deck and client update each serve a different purpose. We establish shared service language and design rules, then allow their layouts to respond to the information involved. Clients can recognize the firm while finding the person and detail relevant to their conversation.

The guidelines

Your guidelines explain the everyday decisions behind advisor profiles, photography, document hierarchy and logo use. Selected examples show how those rules work with realistic content. Organized source files and the agreed editable masters give internal teams and suppliers a clear starting point for future production.

The positioning

We work with your team to explain the client situations you serve and how the firm coordinates its advice and other services. Approved descriptions and relevant credentials support that account. The resulting position gives the identity a specific business meaning that designers and writers can carry into new materials.

The rollout

The initial applications are chosen around the conversations and documents your team uses most. That may place advisor introductions and an onboarding overview ahead of occasional event print. An agreed sequence keeps the launch practical, with responsibilities for content approval and material replacement established before production expands.

Logo, visual identity and the rules to use them.

Logo Design & Identity Systems

We design a primary logo, alternate lockup and icon as a working set. Each has a clear role, from the full company name on a presentation to a smaller mark in a profile image or browser tab.

Get In Touch

Brand Guidelines

We document logo use, typography, colors and visual rules with application examples. Employees and outside suppliers have a reference for creating new materials from the same identity.

Get In Touch

Visual Brand Systems

We develop typography, colors, imagery and graphic elements together. The direction is shown on relevant materials so you can judge the identity beyond the logo.

Get In Touch

Rebranding

We review the current identity and the reason for change. Useful recognition can stay while messaging, visual rules or applications are updated. A fuller rebrand is considered when the business needs one.

Get In Touch

Brand Collateral

We apply the identity to the materials your team needs first. Core business-card, email-signature and social assets can sit alongside separately commissioned presentations, print and digital design.

Get In Touch

Brand Strategy & Positioning

We work through the offer, audience and reason to choose your business. That gives the identity a clear direction and the team a shared way to describe the company.

Get In Touch

What You Get

Your identity.
Ready to use.

You receive the core identity files and guidelines with the first applications in your project. We organize the handover for digital and print use and identify relevant font or image licenses.

Primary logo, secondary logo (lockup) and icon mark

Color palette with HEX, RGB and CMYK specifications

Typography choices, hierarchy and licensing guidance

Brand guidelines document (PDF)

Business card design (print-ready)

Email signature design

Social media profile and cover assets

All files in AI, SVG, PNG and PDF formats

Discovery call

We review your audience, offer and current materials. You tell us what is changing and where the identity needs to work.

Brand strategy

We establish the position and messages the identity should support, then develop a clear visual direction.

Concept exploration

We present two or three creative directions with application examples, so your team can compare the thinking before choosing a route.

Refinement

We refine the chosen direction through your feedback, checking the logo, typography, colors and applications as a complete identity.

Handover

We deliver the organized files and guidelines, then walk your team through the identity and the applications included in your project.

A new identity
or ongoing support.

Brand identity with logo design starts at $3,700. Choose a one-off project or monthly support for brand, website and marketing work around your team’s priorities.
Both options are here. Find the Perfect Plan for Your Business

Clear outputs, price and delivery milestones before work starts.

One-off project

Brand Identity with Logo

From $3,700

One-time payment

Logo design, colors, typography and guidelines, with the first brand applications your team needs to use. A one-off project with a defined handover.

Full colour palette

Primary logo, secondary & icon mark

Typography system

Brand guidelines (PDF)

Business card design

Email signature design

Social media profile assets

All files in AI, SVG, PNG, PDF

Unlimited revisions

Schedule a call

Retainer

Ongoing design support

$4,000/mo

Pause or cancel anytime

An ongoing design partner for decks, print and digital materials using your existing identity. We work through one active creative request at a time; new identity creation is separate.

Design using your existing brand:

1 Active request at a time

Deck & presentation design

Existing-brand collateral

Print design

Digital design & email templates

Revisions within agreed scope

Dedicated account manager

Pause or cancel anytime

Schedule a call

Retainer

Brand and Webflow partner

$8,500/mo

Pause or cancel anytime

Ongoing design support plus agreed brand and Webflow work. Sales materials and larger website builds follow an agreed scope and milestones.

Includes Ongoing design support plus:

Agreed Webflow design & development

Planned Webflow updates

Agreed landing pages & sales materials

Web animations within agreed scope

Bi-weekly strategy calls

Dedicated Slack Channel

Pause or cancel anytime

Schedule a call

Retainer

Creative and growth partner

$12,500/mo

Pause or cancel anytime

Broader creative and Webflow support with a dedicated scoped SEO program and planned motion work. Priorities and production capacity are set with your team.

Includes Brand and Webflow partner support plus:

Agreed creative capacity

Dedicated, scoped SEO workstream

AEO & AI visibility within SEO scope

Agreed motion design & video scope

Agreed social creative work

Revisions within agreed scope

Weekly strategy calls

Pause or cancel anytime

Schedule a call

Stellarsearch.ai

Web

Related website and messaging work

Building a High-Credibility Webflow Site for an AI Recruiting Partner

Read their story

Hometeam Ventures

Build

Related Figma-to-Webflow implementation

Figma to Webflow Build for a Global PropTech VC Firm

Read their story

AI Platform (Name Withheld)

SEO

Related technical migration work

Technical SEO Migration & Webflow Optimisation for a HIPAA-Compliant AI Platform

Read their story

Before you start your brand project

Can we keep a logo our clients already recognize?

Yes. We review the existing logo alongside the rest of the identity and the reasons for changing it. The useful project may be a refresh of typography, imagery and applications, or it may require changes to the mark itself. Showing those options in client-facing materials helps your team judge what needs to evolve and what recognition should carry forward.

How can individual advisors use the firm identity?

We define the relationship between the firm name, advisor name and approved credentials, then demonstrate it in the profiles and materials included in the project. Photography and layout rules can accommodate different people and offices within that system. Your team confirms any network or parent-brand requirements early so they become part of the design brief.

Can you design templates for continuing client communication?

We can include selected presentation or document templates after reviewing the software, content and update process your team uses. A useful brief identifies the recurring layouts and who will edit them. We design those masters around realistic examples, while your reviewers check the service descriptions, financial information and any required accompanying wording before the materials are released.

How is a wealth management branding project scoped and quoted?

The number of offices and advisor relationships, condition of the existing identity and range of client materials determine the scope. We confirm the positioning work, identity deliverables, application examples and rollout responsibilities in a fixed quote before work starts. Additional templates or changes to the agreed brief are assessed with their cost and timing for approval before proceeding.

Can you apply the identity to our website and marketing materials?

Yes. We can carry the identity into a Webflow website, presentations, print and digital materials. These are separate production tasks unless included in your project. The same design team can keep the logo, typography and visual rules consistent across the applications.

What files and guidelines will our team receive?

You receive logo files in AI, SVG, PNG and PDF formats, color specifications, typography guidance and a brand guidelines document. Application examples show how the identity works in your materials. We identify relevant asset licenses and explain how your team can use the files.

Is there ongoing support after the identity project?

Yes. Ongoing design support is $4,000/month for decks, print and digital work using your existing identity. Brand and Webflow partner is $8,500/month for brand, website and sales-material work. Creative and growth partner is $12,500/month for broader creative, Webflow, dedicated scoped SEO and planned motion. Monthly retainers are flexible and can pause or cancel. We plan priorities and capacity with your team.

Let’s talk about your brand.

Send your current materials and tell us what needs to change.

Wealth Management Branding Agency

An identity built around your business.

One creative team.Brand, web and sales materials.A consistent starting point.

Carry established recognition into the next stage of the firm

How the identity works for your team

The identity

The applications

The guidelines

The positioning

The rollout

Logo, visual identity and the rules to use them.

Your identity.Ready to use.

A new identity or ongoing support.

Before you start your brand project

One creative team.
Brand, web and sales materials.
A consistent starting point.

Your identity.
Ready to use.

A new identity
or ongoing support.