An initial choice was made to maintain the original brand's color palette, and focus on an icon to go with the new company name.
We explored common financial advising industry imagery and came up with several options that could be worked into typographic solutions. Final choice was one that combined a folder / bar graph look with the capital letter M.
Letterhead, business cards and pocket folders were then designed, incorporating geographic elements from the logo icon. A refresh of the current website completed the now look.