New Name For Wealth Management Company

LET ME TELL YOU ABOUT US:

We are a conservative, medium-sized investment advisory firm located in Dallas, Texas, serving wealthy families and foundations since 1987.

HERE IS WHAT WE NEED:

Our current name has been used nearly since inception, and is quite long, irrelevant and antiquated. Younger partners have come on board to re-energize the company and take it into the next phase of groth. Need a fresh, updated, smart name, while keeping with our conservative roots.

We recently created a new logo (through CrowdSpring), which you can see on our blog at www.brettdanderson.wordpress.com. We would like to use the same colors and same rounded logo design to go along with the name (either to the left or on top of the name). Short name, if possible, since we use if on the phone extensively. Easy for press to read and to articluate. Ideal name would capture the essence of conservative wealth mangagement. Strong font, signifying stability. No bright colors or funky fonts, please.

OUR TARGET AUDIENCE IS:

Conservative target market, net worth in the $2mm-$10mm range, aged 40-80.

WE LIKE THESE EXAMPLES:

We recently created a new logo (through CrowdSpring), which you can see on our blog at www.brettdanderson.wordpress.com. We would like to use the same colors and same rounded logo design to go along with the name (either to the left or on top of the name). Short name, if possible, since we use if on the phone extensively. Easy for press to read and to articluate. Ideal name would capture the essence of conservative wealth mangagement. Strong font, signifying stability. No bright colors or funky fonts, please.

WE ABSOLUTELY MUST HAVE THIS IN OUR PIECE:

We recently created a new logo (through CrowdSpring), which you can see on our blog at www.brettdanderson.wordpress.com. We would like to use the same colors and same rounded logo design to go along with the name (either to the left or on top of the name).