RaeLipskie

Wealth Management
Brand Refresh


Scope: Brand identity refinement, typography and colour system, client presentation materials and marketing collateral.

Original logo, prior to their rebrand, of the Raelipskie Partnership, a private wealth management firm featuring a green and blue leaf design and text.

Challenge: After decades in the wealth management industry, RaeLipskie had built a strong reputation but felt their brand identity no longer reflected the calibre of clients they wanted to attract.

Approach: The refresh preserved recognizable elements from the original identity while introducing a more refined visual system. Updated typography, colour palettes, and brand applications created a balance between heritage and modern professionalism.

Mockup of the interior of an office with a black wall featuring The RaeLipskie Partnership's new logo. A white desk with a computer and two gray chairs are visible.


Outcome: The new identity allows RaeLipskie to communicate its expertise with greater clarity and confidence. The refreshed visual system elevates how the firm presents itself across marketing materials and client-facing documents.

A moodboard for The RaeLipskie Partnership, including a colour palette of dark green, gold, shades of brown, light blue, and light grey. Images include mockups, product close-ups and action stock photography that showcases these colours.
Brochure for The Raelipskie Partnership featuring two people in a business discussion, with the text 'Doing the right thing, thoughtfully.' and contact information.
Close-up of a business card. The front of the card features a dark green background with gold foil text reading 'The Raelipskie Partnership' a stylized 'R'. The back of the card is white with green text displaying the name 'Brian Lipskie, CFA', his title, contact information including phone number, fax, physical address, and website 'raellipskie.com'.
A vertical promotional banner for Rae Lipskie Partnership with a white background, gold and black text, and a logo at the top. The banner reads: "Trust. Integrity. Continuity." and displays the website raelipskie.com at the bottom.
A sample social media post which includes a photo of a smiling man in a white shirt and blue tie talking to an older man in a white shirt. The text reads: 'Discover how we can help you achieve financial success' and includes a website URL.

Is your brand ready for its next chapter?

If your firm has built a strong reputation but your visual identity no longer reflects the level of service you provide, a thoughtful refresh can help communicate that credibility more clearly.

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