CLIENT: Momentum Strategic Advisors and Momentum Assurance
Momentum is a startup wealth advisory firm serving ultra-high-net-worth business owners and their families with strategic guidance.
Key Insights:
To differentiate Momentum, we focused on the founding team’s unique relatability as successful corporate leaders and entrepreneurs, positioning their perspectives as key differentiators in an otherwise transactional sector.
Positioning and Strategy:
We trademarked the phrase “Perspectives Matter” and used it as both the company’s tagline and website domain. The identity system visually conveys the firm’s commitment to providing insights shaped by experience, reflected across the brand’s digital and print assets.
Design Approach:
The brand identity’s M-graphic — used in both logos — visually connects the two companies and represents the intersection and interaction of multiple perspectives working together.
Outcome:
The new brand identity, with its focus on multiple perspectives, helped Momentum quickly establish credibility in the competitive wealth advisory sector.
