Diana Stobo project collage

Kendrick Wealth Management

Kendrick Wealth Management is an Arizona-based financial advisory firm with one clear purpose: providing the guidance and solutions that help clients achieve and maintain financial independence. Backed by Raymond James Financial, they bring industry-leading tools and sophisticated planning to every client relationship.

Referred to us by Lanai Financial Solutions, we became Kendrick's go-to design partner for an ongoing stream of branded documents and client materials. Working within strict Raymond James corporate guidelines, we branded new content as it came from corporate, created original documents, and produced co-branded materials that helped Kendrick educate and serve their clients with a polished, professional look. Fast turnarounds were the norm — and we delivered every time.

If you're a financial services firm that needs a design partner who understands compliance-driven branding and can move quickly without sacrificing quality, let's talk.


 

Work Included:

  • Business Documents
  • Client Worksheets
  • B2B Documents
  • Client Surveys
  • On-boarding forms
  • Printing