Elevating and modernizing a wealth advisory brand across every touchpoint

Consistently ranked as one of the top independent wealth advisory firms in the nation by Barron’s, Altair Advisers came to us with hopes to modernize the firm’s entire visual communications ecosystem.

Modernized Design & Simplified UX

Altair’s users became too used to digging through various pages of the website to find what they needed. They wanted to shift to embrace a “less is more” philosophy, guiding users through a highly curated journey that prioritizes clarity, intrigue, and intentional next steps, and that’s where Glantz stepped in.

With a simplified navigation and content strategy, the content is now clear and succinct, providing easy-to-find calls to action to connect with a team member. We also incorporated elevated typography, smooth animations, negative space, and lifestyle-driven imagery to support deeper engagement.

Improved Content and CMS Management

With targeted WordPress training, the Altair marketing team is independently and more efficiently utilizing the simplified website’s backend, shifting from an institutional focus to a personal, team-first content platform. They are now empowered to showcase their expertise by streamlining regular news and updates, matching the diverse post types like the monthly “Market Monitor” and annual thought leadership insight posts shown, while providing each adviser stronger professional visibility.

Presentation Design System

We designed a suite of PowerPoint templates paired with a custom icon library, making it easy for the Altair team to create polished presentations while maintaining brand consistency. The turnkey system allows content updates without sacrificing design quality and supports clear data visualization and infographic storytelling.

Brand Standards & Accessibility

In 2018, we rebranded Altair Advisers with a refined identity and cohesive collateral system. Our latest collaboration brings an updated logo and refreshed marketing materials to match the new website with a critical new focus: giving their advisers an independent voice.

To roll out the brand updates consistently, we developed comprehensive brand guidelines that established consistent typography, color usage, imagery, iconography, and accessibility standards. These guidelines empower every team member to produce high-quality content while preserving the firm’s refined visual identity.

Branded Marketing Materials

To extend the refreshed identity beyond digital channels, we designed a complete suite of branded collateral including business cards, presentation folders, letterhead, stationery, and other client-facing materials that create a cohesive, premium brand experience at every touchpoint.