PROJECT OVERVIEW

A New Identity for an Evolving Brand

After experiencing a period of financial growth, Rebalance needed a complete brand pivot to effectively reach and service high-net-worth clients. Trillion designed a digital presence that addressed their success, focusing on their deep financial expertise and conveying to their target audience a sense of security and peace of mind. To drive commercial success, we adjusted all of the written content to be strictly benefit-heavy, leading with the exceptional value and guidance clients receive. To visually engage clients, we created bespoke illustrations and artwork that complemented the brand strategy and tied together written and verbal communications.

Cultivating Trust Through Design

Originally established as a lower-cost investment advisor, Rebalance had evolved into a wealth management practice for individuals with $1M or more in assets. Trillion introduced a brand-new look for their website that expressed their new identity: established, trustworthy, and elevated. We upgraded the previous approachable look with a richer, earthier color palette and refined typography. Tactile textures were added to bring a warm, human touch to the high-status brand. We streamlined navigation, optimized for mobile, and emphasized their deep bench of expert financial advisors, all essential features for this affluent clientele.

By elegantly outlining their comprehensive services, the new website positions Rebalance as a premier wealth management partner. 

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