Wealth Associates, Inc. (Co. name), Seasons of Wealth (web site in development)
As personal and professional financial advisor and investment manager to dentists for 20 years I've developed a system for creating wealth through stable and sustainable practices, no gimmicks. I advise and educate, and our firm if fee-only, selling no products and taking no commissions. We limit our practice to serving 30 clients at a time through comprehensive planning and management services, acting as financial quarterback for their personal and professional finances. We've served over 400 dentists in 46 states and plan to restart our decade long newsletter to dentistry for wealth creation with a targeted circulation of 5,000 in 5 years. We are passionate about creating wealth and view our client relationships as a sacred trust through which we are co-stewards of their financial worlds. We also have taken 45 groups into the Rocky Mountains on back pack and horse pack trips, elk hunts and river raft trips. Our love of the wilderness ties into our core belief that life is full of change and adventure, with some level of constancy if you understand the landscape, like the changing seasons of nature and the constancy and predictability of certain patterns (like a pine tree being green all year long, a symbol of stability in all seasons, which ties to our logo desires below).
Dentists and their team members who seek opportunities for learning about and creating personal wealth to achieve their desired life balance (below is our mission statement).
"We help our Select Client Group realize their financial dreams, serving those with a willingness and readiness to care for their own financial health.
We succeed by answering the cornerstone question to creating wealth which is, “How much is enough?” We prepare, train, teach, and uphold those we serve, helping chart the course of their journey to financial peace. Our goal is to remove money as a barrier to a fulfilling life. Our joy comes from walking along side each person, encouraging them to continue, providing them the necessary equipment and direction, picking them up when they fall, holding them accountable to their own dreams, and simply being present as they discover the beauty that lies before them.
Our work renews us, yet it does not define us. In our organization, we hold true to the balance of our individual life’s work, play, love, and faith. We ask much of ourselves and of those we serve, and we believe the return on our investment is worthy of this calling.
Our professional hope is to live a waking dream where wealth and worth live in harmony with peace and fulfillment. In all things we give credit to our Creator who makes all things possible to those who believe."
The logo must blend a professionalism that represents our role as financial advisor, with our desire to integrate the wilderness and its symbolism in life and our work for a balanced life. Our name Wealth Associates" or initials "WA" can be integrated (prefer bold lettering, possibly small caps used), with our symbol being the pine cone (the pine tree representing stability and constancy in all seasons). The logo should include a pine cone with pine needles and the integration of colors/patterns to represent the four seasons. We're open to a tag line like, "Stability in All Seasons" but not required. We like strong colors like green, gold, deeper tan to tie into wealth and wilderness but open to creativity here also. May use a raised symbol for business cards. Owner is 45 and after 20 years in private practice plans on another 30 so want a timeless logo that won't look dated in years to come. Lean towards clean, crisp, uncluttered. Want to apply in color and black/white option. Need CMYK image of the file in PDF format. Also would like to see varying images that could be used for printing on shirts, hats, etc. on brochures, web site, etc. Simple use of mountains or pine trees could be included. Mainly want image to represent strength, stability, constancy, creativity with an inviting and memorable image. Open to your creativity!