Luma Wealth

Luma Wealth Advisors, a financial planning and advisory firm, was created by senior leadership at Fairport Wealth to meet the unique financial needs and challenges of women who are building, maintaining and leaving a legacy of wealth. As Senior Brand Designer with the team at Optima Group agency, we were tasked with developing the Luma brand and its ongoing marketing and communications programs. The brand strategy was built around the idea that Luma Wealth Advisors illuminates the way for women of wealth to achieve their financial objectives, with the understanding that women are unique, deserve intelligent guidance and demand exceptional service. Luma provides women with personalized wealth planning, experienced investment management, and a supportive, enriching community where they can learn, connect, and celebrate with other women. 

In my role as Senior Brand Designer, I developed multiple brand concepts around this strategy, each included logo designs, identity systems, website design look and feel, core brochure designs, illustration, and photography style directions. The chosen concept was fleshed out and applied across multiple touchpoints. I was tasked with designing the final logo and identity system, brand style guide, website pages, digital presentations, brand graphics, charts, and iconography. 

Ongoing client communications and marketing outreach required a continuation of design concepts, development, and production for social media campaign content, email campaigns, creation of event marketing materials, invitations, digital and printed quarterly reports, newsletters, thought leadership papers, branded swag, and even an annual employee cookbook.