THE COMPANY
Lake Edge Wealth Advisors seeks to help their clients achieve financial goals, accomplish their life ambitions, and gain clarity through challenging and emotional situations and decisions. They accomplish this by passionately building lasting, meaningful relationships based on trust and integrity.

THE CHALLENGE
The three separate but affiliated businesses of Cape Financial Group, Stephani Wealth Management, and Gottshall Capital Partners were seeking to co-brand under the new brand Lake Edge Wealth Advisors. The companies desired the Lake Edge brand to communicate authenticity and calmness, as well as integrate elements from lakeshore wildlife and natural elements found in the Northeast Wisconsin region.

THE SOLUTION
The Lake Edge Wealth Advisors brand colors and graphic elements gain inspiration from materials found along Wisconsin’s shorelines: water, lake grass, rocks, driftwood, and sky. The logo design is a rock cairn; cairns were historically used as way-finding landmarks to guide travelers along the correct path or trail, just as Lake Edge Wealth Advisors seeks to guide each client on the best financial path forward. Visually the brand pairs clean, geometric elements with textured, natural ones – together communicating reliability, authenticity, and professionalism. Illustrations and office artwork are all original hand-made pieces, further adding more unique elements to the brand.