Project Description
Rightwealth
Full suite of naming, brand design, web design, internal systems management and integration of custodian services for the wealth management firm.
About Rightwealth
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? 😜
Architecture
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.
“I would highly recommend Altabos to anyone who is looking to start a business or transform their current brand and maximize it’s potential.”
— Adam Chudde, Managing Partner at Rightwealth Advisors
“Working with Altabos has been a great experience. When we initially set out to create a vision for our firm, Altabos was with us every step of the way. From the creation of our brand, marketing strategy and web design all the way to navigating through the intricacies of putting the right technology in place so that we can focus on growth, we have leaned on Altabos for guidance.”
— Adam Chudde, Managing Partner at Rightwealth Advisors
