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Equity Concepts

Financial Guidance

Equity Concepts, a wealth management firm based on the East Coast, has been a long-standing partner of Red Orange Studio. Unique in their approach to financial planning, Equity Concepts focuses on the process and the people, rather than the product. Their forward-thinking leaders recognize the value of a multi-disciplinary approach to wealth advisory services, as the industry shifts from a transactional focus to a relational focus. The firm came to Red Orange with the goal of updating their brand and website to align their current customer experience with a more sophisticated visual identity, ideal for their future growth.

Creative Services

Logo Design
Brand Development
Website Design & Development
Copywriting
Print Design
Signage

Equity Logo White

Collaborative Approach

Equity Concepts and the Red Orange team worked together to update the Equity brand and align it with who they are today, while reflecting the company’s core values in their new visual identity. We collaborated with Equity Concepts to produce clear and simple messaging that would communicate their relational culture and mission.

Stationery_Mockup2

Solution

To capture the symbolic journey that clients embark on with Equity Concepts, we created a logo and accompanying stationery that positions the company as “a guide on your financial journey.” As we developed the website strategy and design, we embraced an approach in our copywriting and content organization that better positions Equity Concepts as the financial “guide” to each client, providing the roadmap to a successful financial investment.

Visit Equity Concepts
Equity Concepts Full Website Page

Outcome

Taking each project one at a time, Red Orange thoughtfully designed and supported Equity in the implementation of their new brand across multiple platforms. Together, we crafted a brand story that speaks to the needs of Equity Concepts clients and simplifies the typically complex language involved in financial planning. This collaborative approach ensured clear, consistent communication and great design, from the business card to the website to lobby signage.