Case Studies – Leibowitz

Wholly committed to the pursuit of independence and empowerment. OpenArc Corporate Advisory, an independent wealth management firm based in Atlanta, was formed by one of the largest teams ever to transition from a major wirehouse to independence through Dynasty Financial Partners. As a new entity, the team needed a complete brand foundation — from strategic […]

Ancoris Capital Partners

Ancoris’ expertise and partnership empower its clients growth. Ancoris Capital Partners is a specialty investment bank that raises equity and debt for highly tailored financial solutions — often at pivotal inflection points. Over the past five years, the firm had grown significantly, but its website and branding no longer reflected its evolution. When the Ancoris […]

Eagle Capital Management

Achieving long-term success through a unique long-term market perspective and approach. Eagle Capital Management has outperformed the market for 35 years and counting. With its first-ever ETF preparing to launch, Eagle sought to refine its messaging and visuals to better communicate the value in its approach to new audiences. Our work began with in-depth research, […]

Advocus Private Wealth

A boutique wealth management firm gets a brand refresh to better reflect their distinctive expertise. Founded in 2021, Ohio-based Advocus Private Wealth charts its own path and offers a less corporate, more personal, boutique option for highly successful individuals seeking a partner to help simplify the complexities of their wealth. The name Advocus comes from […]

SBG Funding

Small business funding, made human. SBG Funding is a financial services firm that provides fast, flexible lending options to small businesses. They initially engaged us to design a refreshed set of email templates that could better support their marketing campaigns. But during discovery, it became clear that the brand’s visual toolkit needed more than just […]

NU Advisory Partners

Bringing a “NU IDDEA” and transformative approach to executive search. NU Advisory Partners is a women-founded executive search firm specializing in transformative leadership placements for some of today’s most innovative, high-growth companies. Drawing on decades of experience, the four co-founders came together with a shared belief: retained executive search could be done better. They turned […]

Ares Wealth Management Solutions

Modernizing Ares’ toolset for communicating efficiently, professionally across audiences.

VestGen Wealth Partners

Empowering financial futures for advisors and clients. VestGen is redefining the future of wealth management. Inspired by their mission of simplifying advisor succession, we built their visual identity around transformative interconnectivity. The visual identity we created for VestGen embodies that VestGen’s visuals reinforce a foundational truth underpinning their work. Using design solutions, we demonstrate how: […]