Harbour Capital Advisors: Rebrand

Landscape

A successful, well established wealth management firm, Harbour Capital Advisors
provides holistic, personalized wealth planning and investment management solutions to individuals, families and their charitable organizations. Firm leadership was getting feedback that referrals and prospects were expressing concern after checking the firm out online. The firm’s website had not been updated in several years, was not performing well, and was not an accurate reflection of the firm’s capabilities and track record of success. The brand story needed to be retold.

Project Scope and Approach

Brand identity (new logo and identity system), messaging and new website launch.

CSA worked with firm leadership on short and long-form messaging, including core values, boilerplate language and service offerings. The refresh included a completely new identity (logo, brand guidelines, collateral) and revamped website design and launch. View new website: harbourcapitaladvisors.com

Results

The client was very pleased with outcome, and felt confident to begin more robust marketing efforts as a result.