Stone Oak Wealth

A Marketing Story by ROJO 032 about Stone Oak Wealth Management
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Stone Oak Wealth Management
Brand Development

Challenge

Stone Oak Wealth is a solid Wealth Advisory firm located in San Antonio, Texas. They were looking to rebrand in such a way that would convey their strength as advisors as well as their deep-seeded christian faith. Their new identity needed to portray the importance of both, while keeping to a simple and trustworthy look and feel. Greg Thompson founder and principal, contacted us to help him build a professional brand, one that would match his company mission... To lead their clients into a fully integrated life of wealth stewardship. With this important task we started our branding process.

Solution

THE GAME PLAN After some important discovery meetings with the client, we were able to extract their true nature. We proceeded to design an identity that not only matched who they were, but established them as a strong company with the experience it brought forward by way of the owner’s experience. Next, we designed the website that would match who they are, as well as the interior design of their brand new offices, we call this- branded environment process. BRANDED ENVIRONMENT After about 2 years or so with their new identity, their growth demanded a bigger and better office. They did not hesitate to contact us to design as well as produce and install everything needed for their new offices WEB DESIGN We craft a beatifull and simple website, It focus on present in the most essential way the benefits that Stone Oak has to offer for their clients, it also presents a simple way to get information about the company, their leadership and a straightforward form to contact a real decision maker WHAT WE DID Brand Strategy Visual Identity Promotional Video Website Interior design

~15 Employees
$10,000 Min Budget
1 Stories
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ROJO 032

San Antonio, Texas

Branding Agency, Design Group

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