Elevating a firm built on people, purpose, and performance.
Coastal Wealth
We partnered with Coastal Wealth to redefine how a $25B advisory firm shows up to advisors and clients alike, as a brand of confidence, warmth, and supported independence.
Overview
Coastal Wealth needed to strengthen its attraction power, to recruit top advisors, attract discerning clients, and reflect the entrepreneurial vision of its CEO, Jeremy Straub.
Together, we built a brand system rooted in supported independence, behavioral planning, and modern refinement, turning a large firm into a human-first experience.
Evolving a brand without breaking it.
Coastal’s legacy logo held strong recognition.
We refined it, modernized line weights, elevated typography, introduced a new color palette, and aligned every visual touchpoint under one unified system.
From firm to movement.
Clarifying Coastal’s belief: better advisors build better lives.
We redefined the Coastal narrative around growth-minded advisors becoming business leaders.
The brand now celebrates entrepreneurial spirit, multigenerational planning, and quiet confidence, modern, warm, and distinctly human.
From firm to movement.
Clarifying Coastal’s belief: better advisors build better lives.
We redefined the Coastal narrative around growth-minded advisors becoming business leaders.
The brand now celebrates entrepreneurial spirit, multigenerational planning, and quiet confidence, modern, warm, and distinctly human.
Where the brand comes to life.
We designed a photoshoot blending Miami sophistication with old-world cinematic charm, 1960s European inspiration meets modern Americana.
Each image captures advisors and clients in motion: unposed, authentic, and aspirational.
Where the brand comes to life.
We designed a photoshoot blending Miami sophistication with old-world cinematic charm, 1960s European inspiration meets modern Americana.
Each image captures advisors and clients in motion: unposed, authentic, and aspirational.
Bringing the brand to every screen.
We built a social content system that connects advisor recruiting, leadership voice, and client storytelling.
Templates, tone, and photography align under one visual rhythm, confident, consistent, and credible.
Build your firm’s next chapter.
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