Beryl Wealth Management
We are a full-service, comprehensive wealth management company. Unlike most wealth managers, we truly address all of our client's financial needs. We analyze and create solutions relating to investments, taxes, needs planning, estate planning (by in-house legal staff), business analysis and formations, insurances, real estate need (investments, financing, management and development), and budgeting and debt management. We are a one-stop solution for anything that relates to our clients' finances. Almost like a financial concierge - we handle it all with in-house experts licensed in the relevant fields. Our focus is in making sure that every individual component is performing to maximum efficiency and more importantly that each individual piece works optimally together.
Our target client is young, professional families. We feel that young familes have the greatest need for asset management and estate planning and the least time to address these important issues. These is also a segment of the population that seems to be avoided by the traditional wealth managers.
- Our tagline is "Your Personal CFO"
- We have two destinct design ideas to assist in the creation of the logo
1. the use of an image such as a pomegranate. we like the pomegranate because of it's symbolic meaning of wealth and abundance and the "crown" on it's top. But, we are not stuck on the idea.
2. a design based on the text of the name of the company "Beryl" with the uniqueness stemming from the use of colors, borders, or frames.
- we like classy, complementary colors and that are perhaps more muted. we do not want very bright or contrasting colors. we like, for example only, light turquoise or blues, mossy green, etc. Obviously if someone chooses to use the pomegranate idea we would like red - but a red/black as opposed to a cherry red.
- we like clean lines and simplicity and sophistication in the design
- the logo must be able to used for all advertising media - business cards, letterhead, etc.