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Legacy Financial

Brand Identity

Since established in 2005, Legacy Financial has been on a mission to provide trusted, goal-oriented financial guidance to individuals, families, and closely held businesses. Our challenge was to rebrand the Covington-based firm to capitalize on their relationship-based approach that differentiates them in the wealth management landscape.

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Strategy

An audit of existing branding and communication helped us identify the strengths and assets that push them apart from their competitive set. From there, we brainstormed language and imagery that would set the tone of the brand and define an experience that reflects all of their core values.

Design System

With the desire to maintain an approachable yet sophisticated look and feel, we created an identity that positions them to expand their presence, reputation and reach as a lifestyle brand.

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