ADVISOR GROWTH SERVICES

puzzle wealth

Project Overview

Project Overview

Project Overview

Year

2021

Advisor Stage

$1B AUM Team leaving UBS to Independence

Scope of work

Branding / Web design / Marketing Materials / Office Space

The Challenge

The Challenge

The Challenge

A UBS TEAM NEEDED A SOPHISTICATED DIGITAL PRESENCE TO PROVIDE ULTRA-HIGH-NET-WORTH CLIENTS WITH A SEAMLESS BRAND EXPERIENCE AND MODERN COMMUNICATION TOOLS TO SCALE THEIR ADVISORY PRACTICE.

puzzle print materials

Our Approach

Our creativity

Our solutions

How we handled the situation

Initial Phase

1

Research & Discovery

We began by distilling the unique value proposition of a 10-person team managing $1B in assets. Moving away from the legacy “wirehouse” look, we positioned Puzzle Wealth as a modern, independent powerhouse. This involved defining a voice that balances institutional stability with boutique-level personalized service.

Second Phase

2

logo design & branding

Transitioning from a corporate environment like UBS required a complete overhaul of the visual identity. We built a comprehensive brand system—from logos to typography—that reflects the complexity of wealth solutions while remaining approachable. Every asset was designed to reinforce trust and authority.

Third Phase

3

web design & development

We developed a high-performance digital ecosystem that serves as the firm’s central hub. This included a sleek, responsive website and a client-facing portal designed to manage high-touch interactions. The goal was to provide a digital experience that matches the caliber of their in-person advisory services.

Final Phase

4

RESOURCE CENTER AND EVENT DESIGN SUPPORT

Beyond the initial launch, we equipped Puzzle Wealth with a comprehensive foundation of physical and digital assets. From high-end office branding and onboarding decks to a library of custom flyers and booklets, we created a turnkey marketing suite. This infrastructure allows their 10-person team to maintain a consistent, world-class image across every client touchpoint—from the first meeting to long-term wealth management. Puzzle Wealth Solutions is now over a $2bil team with multiple locations.

John Klass

Puzzle Wealth Solutions - CEO & Founder

“AZELLA DID AN AMAZING JOB WITH EVERY ASPECT OF OUR BRAND AND ONLINE PRESENCE. THE AZELLA TEAM WAS ABLE TO ESTABLISH OUR 10-PERSON TEAM’S VOICE QUICKER THAN ANYONE, IN HIGH QUALITY, THAT PRODUCED RESULTS RAPIDLY.”