Gottlieb Advisory Group

Challenge:  The Gottlieb Advisory Group needed a brand identity that accurately reflected their unique approach to financial management. They also lacked a web presence, which negatively impacted their credibility. Additionally, they faced challenges aligning with their parent company’s design requirements.

Result:  Distinguished them as an alternative to intimidating financial firms by developing a fresh and engaging brand identity. Launched an approachable and easy-to-navigate website that aided new client acquisition. The website was approved by their parent company and adhered to all federal regulations for fiduciaries.

How:  Partnered with the client to develop a strategic plan for brand launch. Created a distinct brand identity that made the company appear approachable yet professional, and as a trustworthy source for providing valuable financial information. Developed a new logo and unique corporate ID materials featuring the new colors and fonts. Developed the website UX strategy and acted as Creative Director for the writer and developer. Designed the user-friendly website to include both a public-facing side and a secure, user-centric side that required login credentials for access.

Role:  Site Architecture Design, Creative Director, and Designer