Bringing A Personal Touch To Financial Services

The Challenge

Squareknot Advisory Partners specializes in financial planning, prioritizing personal and meaningful client relationships. Founder Christopher Gavin aimed to elevate the brand identity to reflect his unique, personalized approach developed over 17 years in the industry.

The Approach

Our project began by uncovering the team’s core values, which served as the foundation for aligning Squareknot’s brand identity with its long-term business model and distinctive positioning.

From here, we engaged in:

Target Market Analysis: We identified the needs and preferences of Squareknot’s target audience to inform our branding strategy.
Brand Identity Design: We created a distinctive visual identity, including a new logo system that reflects Squareknot’s personalized approach.
Marketing Collateral: We developed cohesive marketing materials to ensure a consistent message across all platforms.
Website Enhancements: We provided strategic guidance to optimize the website’s design and user experience, aligning it with the new brand identity.

The Impact

The revitalized brand identity has positioned Squareknot Advisory Partners as a leader in personalized financial planning. With a cohesive visual identity and ongoing strategic support, Squareknot is well-equipped to strengthen client relationships and stand out in a competitive market.

Words From Our Client

“Krative in New Haven has been the architect, mentor, and emotional [support], as we worked through six months to turn this abstract thing into something simple and strong. They brought clarity to who we are and what we stand for. By building the SquareKnot Advisory Partners brand, we took 17 years of my practice working with clients, building relationships, and establishing a reputation and turning it into a brand that I can nurture and continue to share.”

Christopher Gavin

President & Lead Advisor at Squareknot