Wealthguard

Building up trust

FormulaFolios, a Registered Investment Advisor, partnered with Concept A to brand its new financial portfolio monitoring system—WealthGuard. With a variety of investment awareness tools on the market, FormulaFolios needed to distinguish the WealthGuard brand and promote the system’s benefits to the investment community.

The resulting website and brochure offer a distinctive brand experience that’s helping establish WealthGuard as the go-to financial tracking software for investors.

Deliverables

  • Identity + Brand Guidelines
  • Icons
  • Brochure
  • Website

Our Role

  • Print + Digital Design
  • Print Production

Team

  • Mandy Lattin—Design
  • Jonathan Palmer Neill—Design
  • Andrew Dull—Creative Direction
  • Andy Mazur—Web Development
  • Cean Burgeson—Copywriting

Branding

To convey confidence and inspire trust from investors, we chose the symbol of a castle stronghold. Bolstered by a bold palette of blues, purples, and greys, the logo evokes feelings of prosperity and strength. 

Brochure

We used a mix of iconography, infographics, and aspirational photography to create a brochure that’s both a training and marketing tool. With every element, we signal that WealthGuard is not only easy to use, but also highly secure.

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Assets in WeathGuard since 2016 exceed $1.7 Billion, and new assets in the system have set records every month since its launch.

“Due to Wealthguard’s success, FormulaFolios has experienced substantial growth—growth that led to a #15 INC 500 ranking in 2015 and a #10 ranking for 2016.”

Jason Wenk
CEO
WealthGuard

Website

We created a responsive website where people can explore the full WealthGuard experience. Site traffic indicates that since the 2016 launch, hundreds of people have visited the site and asked to learn more. Visit weathguard.me

Iconography

We created a series of simple line drawings to reinforce how easily WealthGuard helps people manage their accounts, control their investments, and protect their retirement funds.

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New Assets Added to WealthGuard in 2017 exceed $581 Million.

Partner with Us

Let’s work together to design the future of your brand. Tell us about yourself, and someone from our team will be in touch to schedule an appointment.

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© 2018 Concept A Creative Studio. All Rights Reserved

Partner with Us

Let’s work together to design the future of your brand. Tell us about yourself, and someone from our team will be in touch to schedule an appointment.

Sent ✔
Oh no! Something’s not right. Please fix the errors above.