Tessara Wealth

Ballast Point Financial had a problem: the brand no longer reflected who they'd become. Over the years, their client base had quietly shifted—more high-achieving women, more first-generation wealth builders, more people who were sick of advisors talking at them instead of with them. The name didn't fit. The positioning was generic. We helped them become Tessara Wealth, built around a simple idea: be the advocate who stands beside clients, not above them. New name, new visual identity, new brand system—all designed to finally match the people they actually serve. Thanks to Colton with help on the web design and development.