Bradley Wealth Management

Bradley Wealth Management is a financial services firm that caters to an elite clientele. They engaged The James Agency with the goal of refreshing and refining their brand so that the look, messaging and overall experience reflects the quality and attention to detail that the boutique offers their clients.

Applying essentialist principles, TJA distilled the Bradley Wealth brand into its core components of personalized service and  highlighted their emphasis on relationship building. From a new logo to a stellar brand suite, this brand refresh culminated in a new website that abides by a philosophy of simple, powerful, bold statements—both in terms of visuals and messaging.

The new website, logo and brand were unveiled along with their new state-of-the-art office space at a release party that brought together clients, partners and leadership in celebration of their updated image and success as an organization.

The problem

  • Their existing website was overwhelming with too much content
  • The messaging was not powerful and there is is no brand messaging developed to be carried through the website

About Bradley Wealth

  • There are no one-size-fits-all solutions
  • Everything is 1 on 1
  • Designed from bottom up for each client after an in-depth discovery session
  • Get to know financial DNA of each client and develop a plan that’s right for them
  • Very user-friendly process
  • Goal-based planning firm
  • Clients grow with the firm
  • It’s built around relationships and rooted in core values
  • Provide feelings of trust and safety

Brand Development Goals

  • Messages to be conveyed
  • Cutting edge
  • Exclusive
  • Next level
  • Team
  • The relationship goes both ways
  • Simple, powerful, bold

Website Goals

  • Elegant
  • Easy to read
  • Lead generation
  • Show off the personal, goal-based planning that they custom to each customer
  • Be a brochure for potential clients that have been referred to the website

What we did

  • Developed a bold brand that can be used in multiple applications
  • Worked closely with Bradley Wealth to convey their brand to their customers
  • Designed an elegant website that is simple and high-end
  • Website messaging was reduced to give people a taste with a call to action to contact BWM to get started


Bradley Wealth Management







Launch Website
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