This is full rebrand for my current team http://www.nelson-focusfinancial.com.
Starting with logo. Then website launch. I'm boutique branding inside of a larger firm http://www.focusfinancial.com where my group will be Perspective6 Wealth Advisors and somewhere on the site disclose we are "powered by" or "a member of" Focus Financial (http://www.focusfinancial.com). I don't need to match but don't want to clash either.
I chose "Perspective" as part of company name to convey seeing the situation from different angles--i.e. different perspective, gain perspective, put things in perspective etc. The 6 in name is for 6 point perspective, 360 degree view, up/down/left/right/back front. I got idea from seein a 6 point perspective drawing https://termespheres.com/6-point-perspective/ and a little like MC Escher http://www.mcescher.com/.
In financial planning terms the 6 points to cover are--cash flow plan, investment, insurance, taxes, estate, relationships (atty, cpa, family, etc.). We are wholistic advisors--very little good financial planning can be done in a vacuum. Later I may incorporate the idea of Perspective6 + 1 with the one representing the inner person/soul/desires & goals of client and six points are what we evaluate & plan to make that happen.
Colors: broadly for website and other materials, I'm thinking green shade with silver or grays and some black accents. Logo wouldn't need to be all those but a green general color scheme is what I'm going for. I'm open to color shades though and want to convey sophistication, calm, high end, solid, trustable, growth, etc.
We are the type of company that wants to be known for: advanced planning, tech savvy, comprehensive, adds value, teaches, partners, empowers, forward thinking, does more than expected, takes responsibility, enjoys our work, see client success and wellbeing as mission, passionate about optimizing.
I'm going to attach a bunch of random images that I like. Office spaces I want to emulate someday, other logos, etc.