Boardwalk Financial Strategies is an independent wealth management firm located in Delafield, Wisconsin. After five years in business, they were looking to update and strengthen their brand. The wealth management space is crowded, so developing a strong visual identity as well as clear differentiators and a positioning statement for the Boardwalk brand were critical. Leveraging client survey results and an in-depth interview, we developed strong messaging points for the young company. We also updated their logo and developed a complete visual identity before building out a responsive design website. Their new site marries the messaging and new identity elements, and positions them as trusted experts.