Project
Kowitz Financial Group is an independent Registered Financial Advisor providing comprehensive wealth management services. The firm is built on its founder’s many years of financial management experience and personal values of integrity, trust, responsiveness, knowledge sharing and professionalism.
Substance151 first took Kowitz Financial Group through a rigorous exercise of defining its competitive differentiators, brand personality and brand attributes. The insight we gleaned from the strategy session helped us created an identity that both speaks to Kowitz Financial Group’s credibility and professionalism and projects an image that is warm and personal – reflective of the firm’s character.
The website further expands on the brand, pairing the images and words of Trust, Partnership, Focus, Guidance and Piece of Mind. The design utilizes a lot of white space, which makes information easy to find and not overwhelming – the goal of the website is to provide a high-level overview and compel visitors to consider Kowitz Financial Group to be their financial partner.
The website is built on the WordPress CMS which allows Kowitz Financial Group to manage all content in-house.
“Working with Substance151 has been a refreshing experience. In starting a new company, there were so many moving parts – it was invaluable to work with a branding and marketing firm that you can trust to take care of all the pieces, as they have the knowledge and expertise to do so. Ida Cheinman and her team have made sure to ask the right questions and to be able to understand my company’s vision and purpose, coming up with best fitting recommendations for creating our brand identity and the website. In business, it is critically important to pay close attention to the needs and wants of your clients and Substance151 fulfilled all of these requirements. With all of their research and attention to detail, Substance151 was able to capture the core personality of my brand. I would recommend Ida Cheinman and Substance151 to anyone who wants professionalism, sophistication, and creativity.”
—Edna Kowitz CLU, ChFC, CLTC, Managing Partner, Kowitz Financial Group, LLC