About Your Company
We are a financial advising and asset management firm who cater to the affluent. We handle all facets of our clients lives including, but not limited to, estate planning, retirement planning, divorce financial counseling (CDFA), Accredited Investment Fiduciary (AIF), Certified Financial Planner (CFP), educational planning, generational planning, elder care planning, family enterprise plans, budgeting and money management. We believe clients deserve a financial advisor who is approachable and takes the time to understand and really listen. We give them more that what they ask for, no less than they deserve.
Colors to Explore
Spectra Wealth Management Group. We have two offices. Los Gatos: 59 N Santa Cruz Ave, Ste R Los Gatos, CA 95030. Phone number: 408.395.1510 email: email@example.com Pasadena: 70 S Lake Ave, Ste 820 Pasadena, CA 91101 Phone number: 626.289.8974 email: firstname.lastname@example.org ***However, our compliance dept has said that we can JUST list the cities for the business cards. That means you can just list Los Gatos and Pasadena. I would like the letterhead to have all information. Also, there should be two envelopes with different return addresses. One for the Pasadena office and the other for the Los Gatos office. There is also a disclosure that HAS to go on the business card and letterhead. Here it is: The LPL Financial registered consultants at Spectra Wealth Management Group are a registered representative with, and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Strategic Wealth Advisors Group, LLC, a registered investment advisor. Strategic Wealth Advisors Group, LLC. and Spectra Wealth Management Group are separate entities from LPL Financial.****
Top 3 Things
Modern, Clean, Inventive
I want our stationary to give off a cool, professional vibe. Nothing stuffy, but far from silly. Alluring and pleasing to the eye. Memorable, where we receive compliments. It needs to be appealing in black and white for when people print in black and white. We would also like business cards and presentation folders. Please avoid black for the business cards.
Taste of Ink printed our previous cards. I'll attach for your review. They were sexy, yet professional. We'd like to keep that vibe. We also need our disclosure on ALL stationary, except the envelope. As the disclosure is long, it's ok to use two sides of the business card. Also, the disclosure will need to be specific to the advisor. Please use the attached business card as a reference.