About Your Company
We are an independant firm with 20+ year of experience in financial markets. We are client driven and built upon referrals. We are proud to go above & beyond, through a team approach, for the people we serve. Instead of a single advisor, you'll have our group of industry professionals working on your behalf. In doing so, we are able to serve a myriad of needs. In addition to financial planning and investment management, we also offer retirement planning, estate planning, generational planning, Accredited Investment Fiduciary (AIF), Certified Divorce Financial Analyst (CDFA), CERTIFIED FINANCIAL PLANNING (CFP), elder care planning, education planning & family enterprise planning. We serve entreprenuers, business professionals, retirees, divorcing couples, small business, families, executives and technology professionals. As trillions of dollars will be exchanged through inheritance, our ideal target audience would be ages 35 +. We also target the affluent community.
Screen / Digital
Preferred Logo Style
Image + Text
Colors to Explore
Spectra Wealth Management Group
Top 3 Things
Simplicity. Clarity. Transparency
Since we are a wealth management firm, we need to indicate strength and trust. Therefore, the colors and image cannot be playful, loud or obnoxious. We are looking for modern and simplicty however, we are open to the creative aspect of a logo. You are the experts so we're open to interpretation. The definition of Spectra is: A spectrum (plural spectra or spectrums) is a condition that is not limited to a specific set of values but can vary, without steps, across a continuum. The word was first used scientifically in optics to describe the rainbow of colors in visible light after passing through a prism. This ties in nicley with our industry. Open to gradiency, however be careful to avoid anything pink, etc...
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