Middle East wealth advisors need a powerful new logo

Bluestone Advisors

We are personal financial and wealth advisors for upper-middle class employees/small-business owners and pre-retirees. We provide two tracks: a) personal budgeting and planning; and b) wealth advice to people who are not typically targeted by large banks and wealth management firms (less than US$1 million net worth).
Our target audience are: a) single and married young/mid-career professionals (25-45 years old); and b) pre-retirees with typically high income and decreasing expenses (50-65).
In our market, these customer segments are either not targeted at all or they are targeted by less capable advisors who tend to be after a fee without any regard towards actually helping clients. We are trying to tackle both issues by catering to their needs, caring about their personal well being as well as their financial well being and giving honest advice as if it were to ourselves. We see our main brand attributes as: optimistic, trustworthy, honest, precise, and credible.

Given the nature of the business and the image we would like to portray, we think a wordmark only without an actual icon might do; or a very basic, abstract icon.