Background
Uniting Wealth Partners (UWP) is transforming the RIA landscape through a dual focus: empowering independent advisors and delivering comprehensive, client-first financial guidance.
As they launched, UWP needed a clear, confident brand and website to reflect their mission and stand out in a crowded space. We partnered with them to design a custom identity system, stationery suite, and scalable site that could evolve with their national advisor network.
Challenge
Design a cohesive brand and website that speaks to two distinct audiences with different needs and expectations.
Solution
Create a responsive, scalable site with tailored content for each audience and an identity system that signals professionalism, structure, and clarity.
Results
A refined digital experience and professional brand identity that clearly communicate UWP’s value proposition and set the firm apart in a crowded industry.
Uniting Wealth Partners’ platform supports advisors nationwide while delivering holistic financial care to clients.
The Objective
Establish a polished, professional brand identity and scalable web platform
The goal was twofold: 1) develop a strong visual and verbal identity that clearly connects with both of UWP’s audiences, and 2) build a digital presence that performs across devices and reflects the firm’s national ambitions.
Design solution
Create cohesion between the brand’s conceptual foundation and its visual language
The logo draws inspiration from the Wealth Advisor Growth Network—the firm’s parent company—while introducing symbolism unique to UWP: a central infrastructure surrounded by a growing national network. The mark suggests connection, addition, and momentum.
The website builds on this visual language with deep, rich tones and structured layouts. The homepage features clear entry points for clients and advisors, and modular internal pages support advisor profiles, location expansion, and future lead-gen functionality. Visual consistency is maintained across digital and printed materials through the stationery suite and extended brand elements.
A thoughtful blend of structure, accessibility, and messaging lays the foundation for a firm focused on empowering advisors and delivering lasting financial care.
Color palette & Typography
Navy
Slate Blue
Baby Blue
Warm Neutral
Emerald Green
Work Sans Semibold
Work Sans Normal
Playfair Display Regular
challenges
Serving two distinct audiences—clients seeking trust and stability, and advisors looking for growth and independence—required a brand that could do both, without diluting either message.
The identity needed to convey professionalism and credibility to clients, while also appealing to entrepreneurial advisors evaluating the platform’s value. On the web side, the challenge was building a scalable structure with clear pathways for each audience—ensuring UWP could grow without overwhelming visitors or sacrificing clarity.
outcomes
UWP’s new brand and website deliver clarity, confidence, and room to grow. The platform now communicates the firm’s dual value proposition with a visual system that feels structured yet flexible. The scalable design supports national advisor recruitment, strengthens credibility with prospective clients, and lays the groundwork for future tools and content—all while maintaining a polished, professional tone across every touchpoint.
