Thompson Creek Wealth Advisors
The founders are two experienced investment professionals starting a boutique wealth management firm. We have an outstanding record (including last year) and will be providing a holistic approach to wealth management featuring integrated financial, estate and philanthropic planning.
We will be fee only, including in matters regarding insurance, freeing us from any conflicts of interest due to commissions and other forms of compensation. We sit on the same side of the table as our clients.
We are located in the Baton Rouge, LA metropolitan area, in the historic community of St. Francisville. Our office is located on the Bluff above Thompson Creek.
We think our location provides an extensive palette from which to draw on in creating our logo and then associated design elements. The areas rich history, beautiful locations, relationship with James Audubon and slow pace of life lend an atmosphere of stability and presence which will resonate with our potential clients in a time of instability and turmoil.
Our Vision: The client always comes first, continue to provide a comprehensive approach to wealth management and provide returns in line with our clients objectives regardless of how the financial markets and the economy are doing.
Our primary audience will be people who have a net worth of 1.5 Million or more, are looking for people with proven experience in protecting and growing wealth in difficult times, need a family CFO to partner with them and make the overall management of their wealth less stressful and time consuming. Our clients will be in the stay rich, not get rich phase of life.
They value simplifying their life.
A secondary audience will be those who are building to that point, and are looking for someone to help them get there. Example: A young couple, both doctors at a major hospital. They live a very nice, but modest lifestyle relative to their income in New Orleans. They will have a child coming in the Spring and are maximizing savings. They are accumulating fairly rapidly and value securing a long term relationship to help them achieve their goals which include a very comfortable retirement, no debt and the ability to travel extensively.
We are looking for a logo for our Wealth Management Firm, Thompson Creek Wealth Advisors.
Given our location potential design elements could include a bird native to the area, an oak tree, the creek, a bluff similar to the one on which our office (a large New Orleans style home with porches) is located etc. We wish to keep an open mind however about more abstract and simple designs as well.
Here is a link filled with images of the area:
Here is a link to The Bluffs, where our office is located, right on the Bluff overlooking the Creek.