Windsor Wealth Management

A new name, a new logo and a new website showcases the new look of Windsor Wealth Management. After three decades of growth, Windsor began a rebranding campaign to reflect a culture that embraces new reporting and functionality technology, new apps and new processes. With new partners and a 30-year record of 100% transparency and full accountability, Windsor wanted a brand revamp that reflected its corporate mission.
The fee-based investment advisor company hired Katherine Waddell Consulting who conducted extensive customer and employee research and worked with management to create a new mission statement, codify core values, develop a tag line, create a brand voice, and produce a brand manifesto. After months of strategic planning, creative excellence, and hard work with Windsor’s team; a new company name, logo, interactive website, and complete rework of all collateral materials emerged.

windsorwealth.com


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