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Capri Wealth Management
Client Overview
Capri Wealth Management (CWM) is a financial services firm with a vision to make wealth management feel personal, empowering, and transformative. With a growing team and an ambitious roadmap, they knew their brand needed to reflect the passion, creativity, and strategic firepower they bring to every client relationship.
CWM partnered with Empathx Creative to reimagine their brand from the ground up – infusing it with clarity, energy, and a modern edge to better connect with their audience and stand out in a crowded market.
Client Challenge
Despite their strong reputation and client outcomes, CWM’s brand lacked emotional resonance and visual consistency. Their voice didn’t match their visionary thinking, and their identity didn’t reflect the powerful transformations they help clients achieve.
Key challenges included:
Differentiating in a saturated, traditional industry
Capturing the bold, creative spirit of the leadership team
Aligning visual, verbal, and experiential branding with the company’s evolving mission
Creating a platform that would support long-term growth and brand loyalty
Our Approach
We started by digging deep into the heart of CWM’s mission, values, and leadership mindset. Through our strategic branding process, we identified three primary archetypes driving the CWM brand: Hero, Creator, and Magician – a powerful trio that reflects the firm’s courage, creativity, and transformative impact.
Using those archetypes as our foundation, we defined:
Core values rooted in competence, courage, creativity, and commitment
Brand personality that balances reliability with imaginative thinking
A unique value proposition focused on transforming financial challenges into real, lasting achievements for clients
Together, we positioned CWM as a visionary brand ready to challenge the status quo.
Solution and Implementation
Logo Design and Brand Identity
Previous Brand
New Brand
Brand Strategy & Positioning: Developed a clear, compelling brand narrative centered on empowerment, bold strategy, and personalized financial vision.
Verbal Identity: Refined CWM’s messaging, tone, and brand voice to reflect their dynamic, forward-thinking culture—equal parts inspiring and trustworthy.
Core Messaging: Established key statements that communicate their mission: “To provocatively transform wealth management, ensuring dreams are achievable realities.”
Logo Concepts: Created a modern, energetic logo that reflects the brand’s transformative nature and strategic clarity.
Brand Personality: Defined brand traits such as “competent, courageous, inspiring, and creative,” ensuring that the brand feels as dynamic and visionary as its team.
Website Development and Online Presence
With the brand foundation in place, we brought the vision to life online through a fully redesigned website. The new Capri Wealth Management site is modern, intuitive, and aligned with the brand’s mission to challenge convention and empower clients.
Experience-Driven Design: Clean layouts, bold typography, and purposeful color use help communicate confidence and creativity at every scroll.
Messaging That Connects: We wove CWM’s unique voice into every headline, CTA, and page structure – ensuring the site not only informs but inspires.
User Journey Optimization: Built to guide users clearly through who they are, what they do, and how to take action – with easy navigation and strong storytelling.
Mobile-First & Scalable: Designed to perform across devices and ready to grow with the firm’s future initiatives.
Previous Website
Enhanced Website
Outcome
The new Capri Wealth Management brand is a bold leap forward – aligned, aspirational, and built for growth.
- A brand rooted in powerful archetypes that reflect the team’s mission
- Messaging that speaks to both logic and emotion – key in financial services
- A modern identity system ready to scale across print, digital, and experiential platforms
- A clear brand promise: helping clients transform their financial lives with bold strategy and personal care
Capri Wealth Management isn’t just offering wealth services – they’re redefining what financial partnership can look and feel like.
“I engaged Empathx Creative for a challenging project: a new branding initiative for our software company and a website built on HubSpot, all within a tight timeline. Empathx swiftly gathered requirements, provided a quote, and we were off and running. Their communication, work processes, and deliverables were excellent. In a creative endeavour like a brand overhaul, numerous changes and discussions are inevitable. Empathx collaborated with us to ensure our satisfaction. We are delighted with the final product and highly recommend their services.”
Jeremy Wilcox, RPM 