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Plancorp has built a reputation over more than four decades as a fee-only, fiduciary-first wealth-management firm headquartered in St. Louis, Missouri.
Despite Plancorp’s strong heritage and client-centric approach, its outward-facing brand and website were beginning to feel conservative and rooted in legacy. The challenge lay in bringing the brand forward while preserving its credibility in a highly regulated, trust-based category.
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During my involvement, while at Platinum Seed, the task was two-fold: first to refresh the brand identity to feel more modern and dynamic—without eroding the firm’s gravitas—and second to translate that identity into a redesign of the marketing website, improving the architecture, journey, clarity of service lines, and overall user experience.
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One of the first decisions I made was to lean into an existing brand asset the “wedge.” It was already part of Plancorp’s visual vocabulary, but hard-edged, rigid and a little cold. I softened its point, rounded it subtly, and explored how it could breathe. Depending on how we used it, the wedge became filled or hollow — a shape that could carry weight when needed, disappear when not, signal direction, hold images or frame content. That malleability allowed it to become the backbone of the reimagined identity, a subtle but powerful visual touchpoint.
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Although the broader project ultimately did not progress to its full rollout stage, the work laid important groundwork in terms of mindset shift, design direction and organisational readiness for digital-first brand evolution.