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CBJ Financial

Branding + Website + Print

Many high-net-worth individuals don’t understand the need for life insurance, don’t think they can afford it in later years, or realize how it can be utilized as a true tax-efficient asset in their wealth portfolio.

CBJ Financial helps affluent families and business owners protect assets, grow wealth, and secure their legacy using life insurance as a strategic tool. Their difference? True integration. CBJ collaborates with every member of a client’s advisory team to deliver comprehensive, tax-efficient solutions, tailored to each unique goal.

In turn, we collaborated with them to bring their story to life through a refreshed look and sharper messaging.

Branding - Logo

Logo and Branding

When CBJ came to us, they needed a brand that reflected their modern, strategic approach to a traditionally outdated industry. We created a bold, interlocking logo that reflected the collaborative nature of their firm. The tagline and brand assets further reinforced their message: sophisticated, integrated wealth strategies delivered on your terms.

Branding – Main Logo

Logo Mark

Vertical Logo

Horizontal Inverted

A gold abstract logo with four interlocking circular shapes resembling a clover design sits prominently on a white background, embodying the sophisticated identity of CBJ Financial.

Website Development

With the new brand established, we designed and developed a website that brought CBJ’s story to life. The site showcases how they bridge fragmented financial advice, offering a unified, entrepreneurial approach grounded in legal, tax, and business expertise.

Web Design Highlights

Website Design

Marketing Materials

To round out the brand experience, we built out a collection of polished print materials. From advisor-facing collateral to high-net-worth client brochures, each piece was designed to deliver clarity and confidence at every touchpoint. From positioning to execution, our work helped CBJ clearly communicate what sets them apart: creative, customized, and collaborative life insurance strategies built for those building legacies.

Business Card

Brochure Design

Apparel Design

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Brand Activation

Informational Brochure
Wholesale Line Sheet
Press Media Kit
Marketing Postcard
Door Hanger
Apparel items (2)

PowerPoint Template (6 pages)
Social Media Skins (3 platforms)
Instagram Cover Stories (6)
Animated Logo Intro
Basic MailChimp Template

Informational Brochure
Wholesale Line Sheet
Press Media Kit
Marketing Postcard
Door Hanger
Apparel items (2)
PowerPoint Template (6 pages)
Social Media Skins (3 platforms)
Instagram Cover Stories (6)
Animated Logo Intro
Basic MailChimp Template