Compass Ion Advisors, a wealth management firm located in Conshohocken, PA, needed to more accurately reflect their highly personalized and purposeful approach to investing.
Starting with focus groups and brand strategy brainstorming sessions, we landed on “Invest In What Matters” as their brand statement. We then developed an impactful brochure, identity/tagline/collateral, and website refresh.
Through the discovery process “Discover, Plan, Invest”, Compass Ion works on a highly personal level with clients to chart their course wealth. management.
“Financial resources help us all to promote, protect and reproduce what matters most to us. Our ongoing relationship with our clients helps us unlock this often overlooked synergy between what we possess and what we desire to accomplish in this life.”Launch Website →