Vickery Financial had achieved a high level of trust and success over its 40+ years of service, yet its charismatic new CEO had an evolving vision for what a modern wealth advisory could be. Elevate Wealth Advisory was conceived as an evolution of the Vickery Financial brand, built on a solid foundation of client loyalty but with a renewed focus on a business model that would offer clients a team of experts, all collaborating to help them live their best lives.

Transforming a highly successful institution with a proven record of success into a modern, progressive brand with a fresh focus – while ensuring the retention of client loyalty – would require a fresh brand messaging and visual identity system. We knew that the new Elevate brand would need to depart significantly from its former self, and that collaboration and coordination with the Elevate team would be crucial to the success of the evolution. By taking the Elevate team through our brand discovery process we were able to identify key insights that guided us in our creative concepting.

Now well on the other side of its rebrand, Elevate Wealth Advisory has achieved impressive growth, while retaining their client base. Today, Elevate is recognized as a modern, forward thinking wealth advisory. By remaining grounded in the values that fueled its growth over forty years, it’s now primed for next 40 and beyond.