Holistic Wealth Management business need a logo design.
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We need a logo design for our Financial Planning and Wealth Management business. The owner of this business is a self-employed Financial Planner that helps clients achieve their short and long term financial goals through different investment strategies. She also helps clients with estate planning, tax planning, retirement planning etc. We are open to having colour in our design but would prefer Primary Colours like Red, Blue and Green (no pinks, purples, oranges etc). Our goal is to have a logo we are proud of, and is easily recognizable. I am the owners son and Associate Advisor. I am new to her business but part of her succession plan. Our clients feel like they're apart of our family and we work hard to build these lasting relationships.
Logo Text
Shadforth Wealth Management