Lanai Wealth Partners
A concierge wealth advisory firm shaped by care and clarity, simplifying financial complexity so clients can move forward with confidence.
Brand Strategy • Brand Design • Messaging • Website Design • Creative Direction • Video Production
Case StudyMaking mental health care a seamless part of modern living.
About Lanai Wealth PartnersLanai Wealth Partners is a Capitola-based financial advisory practice led by Christine McBroom, serving business owners, executives, and families managing wealth across generations throughout Santa Cruz County.
Affiliated with Raymond James, the practice is built on long-term relationships rather than transactional advice, the kind of standing trust clients put in a doctor or attorney they've known for years.
Christine was named to the 2026 Forbes Best-in-State Women Wealth Advisors list, recognition that reflects the depth of experience behind the practice.How It Came Together
-
We defined Lanai's brand essence, mission, vision, and purpose, all grounded in the belief that trust is earned in the quiet, consistent way the work gets done, then used that foundation to shape everything from the new name to the tone of the website copy.
-
We renamed the practice from Lanai Financial Solutions to Lanai Wealth Partners, a shift that repositioned the firm from a service provider to a standing partner, better reflecting the concierge, relationship-first way Lanai actually works with clients.
-
We gave Lanai's new brand strategy a visual identity, a logo, typography, and color palette built to feel warm and connected - like the partnership they offer.
-
We built a full word bank and voice guide so every piece of copy across the brand, web, email, social, sounds like the same person talking, whether it's a homepage headline or a staff email.
-
We designed and wrote the full site to sound like an advisor speaking directly to a client, personal and clear rather than corporate, reflecting Lanai's concierge approach to wealth management from the very first page.
-
Working with Lost Coast Media, we produced video content that brings Lanai's care and clarity to life visually, giving the brand a warmth and presence most financial advisory sites never invest in.
Wealth managed. Relationships kept.
For Lanai Wealth Partners, the numbers are only half the job. Portfolios get managed, plans get built, strategies get executed, but what actually holds a financial life together is the relationship behind it: the advisor who knows your history, remembers what matters to you, and stays through every season, not just the good ones.
