Full suite of naming, brand design, web design, internal systems management and integration of custodian services for the wealth management firm.
Chudde Wealth Management, a local Registered Investment Advisor (“RIA”) group, was in need of a comprehensive brand and technology makeover in addition to a total rename of the company. The new brand would establish both market and technology independence as they separated from their custodian and begin expanding on their already established success, as well as their team.
After a thorough research and discovery of potential names in collaboration with the wealth management team, it was unanimously decided that Rightwealth Advisors was the perfect choice for the rebrand. As an added bonus, the financial firm is conveniently located near the hometown of the famous Wright Brothers — clever eh? 😜
Rightwealth Advisors is an Independent Registered Advisor as well a Broker/Dealer. Altabos’ standard architecture for IRAs was easily adaptable to meet the Broker/Dealer compliance and security requirements. The use of cloud based systems like Office 365, Microsoft Information Protection, and other technologies allows Rightwealth to easily bring on new advisors. Any new advisor will have the same security and compliance standards implemented from the minute they are a part of the Rightwealth team.