Cadence Wealth Management

Corporate Rebranding

Original client materials, created in-house, were no longer meeting the needs of this growing wealth management company located near Boston. After meeting with client executives and conducting a thorough verbal and visual audit, it was determined that the company’s existing marketing materials were in need of a refresh. The materials were dated and were not holding together as a cohesive unified brand. Rebranding the company from the ground up was essentialto its future success. The only requirements were to use the existing logo and primary color palette.

Printed Materials

Professionally printed materials provide prospective clients with an impressive corporate presentation. The large white iconic logo on the folder cover uses a spot varnish technique that allows its dynamic shape to pop off of the white background. This creates an elegant first impression as the folder is pulled out from a blue mailing envelope.


A corporate website was developed as a custom WordPress theme site utilizing current online technologies. In addition, a separate password protected client area was developed for new and existing customers. The sophisticated and elegant design helps present the firm professionally as a leading Boston financial institution, while differentiating it from local competitors.