Branding & Website Design for Financial Firms

Turn your biggest brand challenges into opportunities for amplified growth and financial industry authority.

Invest your firm’s standing and expand your reach with a brand that exemplifies expertise, trust, and financial integrity.

Private Wealth Management / Financial Planners / Investment Managers / Mergers & Acquisitions / CPAs / Accountants / Mortgage Specialists / 

Our Approach

In an industry that demands boldness and innovation, we pledge to bring you both.

Like any asset worth investing in, a strong brand appreciates over time, curating client loyalty and maximizing lifetime value.

Whether it's a boost in customer loyalty, increased market share, or premium pricing power, the right brand identity moves the needle significantly.

Whiskey & Red in the Wild

Whiskey & Red
in the Wild

How we can help:

Our branding and logo design services are about more than just visuals—they’re about creating an identity that truly connects. We dig deep to capture what makes your financial advisory unique, turning your expertise into a brand that feels trustworthy, impactful, and relevant. In a crowded market, we position your brand to stand out with clarity and authority, building a foundation of loyalty and confidence that clients can rely on. Thoughtfully crafted and strategically aligned, your brand becomes a lasting symbol of stability and credibility, leaving a meaningful mark in your clients’ minds.

A professional website isn’t just a digital presence; it’s your first handshake, your lasting impression, and your 24/7 client touchpoint. For financial firms, an expertly designed website does more than look polished—it builds trust, communicates expertise, and elevates the client experience. We create websites that are as intuitive as they are impactful, strategically crafted to guide potential clients toward action and deepen existing relationships. By investing in a seamless, credible digital experience, you’re not just investing in your brand’s visibility; you’re amplifying its value, driving higher engagement, and setting the stage for long-term growth.

In today’s fast-paced world, intentional tech and AI aren’t just extras—they’re game-changers for financial advisors. By streamlining workflows and automating routine tasks, we empower you to focus on what matters: meaningful client relationships. Thoughtfully applied, technology and AI bring precision, security, and real-time insights, elevating the client experience and positioning your brand as a leader in a tech-driven market.

What our clients have to say about working with W&R

Clients Featured In

Who We Are

We’re a mom-and-pop shop, but we’re not your mom and pop.

We’re Steve and Julie – a husband-and-wife team with over a decade of experience streamlining the complexities of financial business management through big-picture thinking and detail-minded design, enabling you to reclaim your time and invest it where it counts — in your growth, your people, and your clients.

Steve Harris and Julie Harris of Whiskey & Red in a client meeting, focused on branding and web design strategies, in a modern office with dual monitors displaying creative work.

Frequently asked questions.

We understand the dedication it takes to build a successful private firm and the care required to retain loyal clients.

To help clarify any concerns you might have, we've compiled a list of frequently asked questions that should provide you with deeper insights and further peace of mind.

Yes. While we’ve chosen not to limit ourselves to a single industry or sector, a number of our past clients have fallen inside the greater financial industry sector. Our clientele primarily features rapidly growing B2B and B2C brands both inside and outside of the financial industry. We find our stride in this un-niched environment, working alongside these big-picture companies to develop impactful brands that connect deeply with their target audiences and propel sustainable business growth.

SEO enhances your financial firm’s online visibility by making sure potential clients find you when they’re searching for trusted financial guidance. By strategically optimizing your website’s content, structure, and keywords, SEO helps your brand rank higher on search engines, making it easier for people to discover your services. This increased visibility drives more qualified traffic to your site, positioning your firm as a credible, accessible resource in a competitive landscape.

A rebrand can position your financial firm to attract high-net-worth clients by aligning your visual identity, messaging, and client experience with the values and expectations of this discerning audience. Through a well-crafted rebrand, we refine how you communicate trust, expertise, and exclusivity—key qualities that high-net-worth clients prioritize. This fresh, sophisticated brand presence doesn’t just set you apart; it resonates with the clients who value tailored, high-caliber service, making your firm the standout choice for those looking to invest in a lasting relationship.

The big picture...

You face challenges, we design solutions.

Own your brand, lead with conviction, and make great things happen.