olympus wealth strategies

Project Overview

Year

2025

Advisor Stage

Transitioning Advisor from Legacy Capital

Scope of work

Branding / Web design / Resource Center / Marketing Materials

The Challenge

BUILD A DISTINCT INDEPENDENT BRAND FOR JOHN SIDERY, ESTABLISH A HIGH-TRUST ONLINE PRESENCE, AND SUPPORT A SUCCESSFUL CLIENT TRANSITION WITH A WEBSITE AND RESOURCE CENTER THAT GIVE CLIENTS REASONS TO KEEP COMING BACK.

Our Approach

How we handled the situation

Initial Phase

1 Research & Discovery

We led a deep-dive strategy session to define Olympus’s positioning, voice, and “why”—built around a client-first, fiduciary approach and a high-touch service model. We clarified who John serves best (often small business owners and physicians, plus families nearing or in retirement) and aligned the site structure to the way clients evaluate trust during a transition.

Second Phase

2 logo design & branding

We created a cohesive visual identity and brand system designed to communicate trust, expertise, and a boutique, relationship-driven experience so Olympus felt established and credible from day one, even as a new independent firm.

Third Phase

3 web design & development

We designed and launched a custom website that clearly explains Olympus’s approach, services, and values—built to feel personal (not templated) and to help prospects and existing clients quickly understand what’s different about working with John.

Final Phase

4 RESOURCE CENTER AND EVENT DESIGN SUPPORT

We built a Resource Center experience meant to drive repeat visits and reinforce credibility—giving clients and prospects a place to learn and return to over time. We also supported launch needs with brand-aligned materials that helped Olympus show up consistently across touchpoints.

John Sidery, CFP®