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Octavia Wealth Advisors

Wealth Management Firm

Octavia Wealth Advisors builds lifelong partnerships with clients to deliver their dreams. The firm retained FS to help them transition from a wirehouse to establish their own independent RIA with locations in five US cities. We collaborated with Octavia to name the company, create the brand identity, and tell their unique story. We designed all branding and marketing materials, including brochures, website, emails, and videos. The successful launch helped Octavia to bring 90% of their assets over to the new firm. FS is currently working with the team to expand their reach to a broader audience internationally.

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Octavia Wealth Advisors
Brand Naming & Identity
Brand Messaging
Web Design
Collateral Design
Presentation Design
Marketing Videos
Content Marketing
Social Media