FirstPurpose Wealth

Wealth managers build a book of business by delivering solid returns and building strong relationships. The managing partners of LJ Cooper Weath Advisors wanted to their firm to reflect their focus on purpose-driven investing and tax planning. Rebranding to FirstPurpose Wealth reflected the firm's values and attracted like-minded partners and clients. Now everyone knows that there's more to the firm than making money.

"Jed cut through all of the acronyms and the sameness of our industry and found the core things that set us apart."
– Ken Bown, Partner at FirstPurpose Wealth

  • Brand Discovery
  • Brand Platform
  • ICPs/Personas
  • Messaging
  • Visual Brand Identity
  • Narrative
  • Core Values
  • Website Copy