Client ID: 135

Shorehaven Wealth Partners

A better life through better planning

New Jersey-based ShoreHaven Wealth Partners is an independent fiduciary, that applies a goals-based, comprehensive and holistic approach to planning. We partnered with Dynasty Financial Partners to develop a brand that differs from other wealth managers. Our work included naming, core messaging, writing all content, website design and development and design and production of all marketing collateral.

ShoreHaven’s comprehensive and holistic and process begins with a goals-based interviews that focus on both short-term and long-term goals and includes emphasis on a family’s priorities. With many years collective experience, ShoreHaven is able to assess the impact of family dynamics on the strategies they recommend.

Our work focused on capturing the experience of what happens when a client engages with Shorehaven. The logo is inspired by sunsets at the Jersey Shore and the imagery is of people enjoying the results of their goals-based planning. The content we created is very direct and details the company’s commitment to their clients.

A brand inspired by the sunsets at the Jersey shore