Roundtree Financial is a wealth management and financial planning firm based in Westlake Village, California. They offer a wide range of services, including investment management, retirement strategies, insurance, estate planning, and business owner solutions. Roundtree Financial’s client-first approach ensures each financial plan is personalized to meet individual needs, fostering long-term relationships based on trust, collaboration, and expertise.

Roundtree Financial aims to position itself as a leader in wealth management, providing innovative and tailored solutions that evolve with clients’ financial needs. The brand’s mission is to help clients achieve their financial goals and secure their future through expert guidance and personalized service. With a professional yet approachable tone, the brand focuses on trust and integrity, with a modern and trustworthy visual identity that communicates stability and forward-thinking innovation.

• Brand Workshop: A strategic session to define Roundtree Financial’s core values, messaging, and positioning, ensuring a strong and differentiated brand presence.
• Brandbook: A comprehensive guide outlining Roundtree Financial’s visual and verbal identity, ensuring brand consistency across all platforms.
• Press Kit: A professionally designed media package that enhances brand credibility and provides essential company information for public relations efforts.
• Email Signature: A polished, branded email signature that reinforces professionalism and brand recognition in every communication.
• Website Comps: High-fidelity website design concepts that align with Roundtree Financial’s refined aesthetic and user experience goals.
• Videos: Engaging visual content that tells the brand’s story, builds trust, and connects with the target audience.