Authority Branding Case Study:
Everest Wealth
Rebrand / Brand Identity
Everest Wealth had a strong, established brand but needed a refresh to better connect with Millennial and Gen Z audiences.
It was clear that the existing “adventure” theme no longer resonated with the target market. Everest’s communications needed to shift from a focus on the brand itself to aligning with the pain points, desires, and aspirations of their customers.
Our solution was to refocus the brand on its audience, shifting both the visual identity and the tone of voice to better resonate with younger professionals, including Gen Z, Millennials, and the medical community.
We streamlined the brand’s messaging and aligned the product and sub-brands to create a seamless experience. The new website is user-focused, making it all about the customer, not the company, ensuring that every touchpoint speaks directly to their needs.
The result is a brand that’s easy to market and an immediate "YES" for referral clients. It now offers wisdom in an approachable, relatable way, making Everest Wealth the go-to choice for younger professionals seeking financial guidance.
“Jason actually understood how business worked and took the time to understand our process.
The process for us was really streamline with Jason. The initial brainstorming meetings were really valuable because he asked a lot of hard questions in terms of who we were as a brand, which we found really invaluable, because then everything moving forward made sense and why we're all doing certain things a certain way.”
Daisy - Everest Wealth
