Name On Logo: Summit Wealth & Retirement Partners, Inc.
Our Slogan
Guiding You to Your Financial Destinations
What we do
Wealth Management Firm.
Tailored/customized service for our clients.
Services include... Retirement Planning, Investment Planning, Cash Flow Analysis, Estate Planning, Multi-Generation Planning, Insurance, Tax Planning, Wealth Preservation & Business Planning.
The usual RG client is a family unit which is motivated to keep net worth in the family. At the same time, it wants to “tell its story” to future generations. Our clients are very successful in business and extraordinary as people.
Industry: Financial & Insurance
Things to communicate through the design
1. Reaching Financial Goals
2. Financial Journey
3. Relationships
The target audience
Families with at least investment assets of $1 million.
Business owners, entrepreneurs, professionals, motivated highly successful people.
Age range 40-60's.
We like these fonts, colors and style
Shades of brown and greyish blue (see attached paint colors - note that the brown looks a little more pink on the copy).
I also attached our former logo as an FYI (we are changing our name, logo & colors).
We were thinking maybe a mountain peak?
Our design will be used on
(Web) (Print Media)
Additional Info Added Feb 15, 2012
We like the by line, "Guiding you to your financial destinations" included with the logo.
The paint colors are Kelly Moore KM4021-2 Swiss Cream & KM3813-2 Castle Rock. Unfortunately the true shade is not what is reflected in our downloaded images. You can check their website to see if you can find a more accurate shade. Thanks.
