What we made together.

Morgia Wealth Management is a 2nd generation firm who wanted to highlight and preserve their legacy while connecting to the next generation in a meaningful way. Financial management has never been more human (or fun).

The result.

We defined the personas, developed messaging, designed a new logo and style guide, shot bio videos, and produce and ongoing series for the “Comedians In Cars Getting Coffee” crowd called “Share the Wealth”. The buzz is growing, and the firm continues to expand into new segments.

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