Logo for Young Financial Entrepreneur taking on Wall Street Firms

Zachary Taylor LLC

Retirement Wealth Advisors

My firm provides financial planning and investment related services to affluent individuals and families. My target clientele is 45 to 70 years old, is retired, or soon-to-be, and seeks professional money management. Clients must have a minimum of $250,000 to invest to become a client. My competition would include firms such as Merrill Lynch, Morgan Stanley, Goldman Sachs, Raymond James, Edward Jones, and Charles Schwab.

My firm provides financial planning and investment related services to
affluent individuals and families. My target clientele is 45 to 70
years old, is retired, or soon-to-be, and seeks professional money
management. Clients must have a minimum of $250,000 to invest to
become a client. My competition would include firms such as Merrill
Lynch, Morgan Stanley, Goldman Sachs, Raymond James, Edward Jones,
and
Charles Schwab.

Please have a look at the logos of my competition. It is important
that my brand represents the values my clientele are used to seeing.

I take pride in my innovative approach, but maintain a traditional and
conservative business demeanor.

Also, look at the logos of Harlan Estate and Bond Estates wineries. I
like their use of strong, etched fonts - similar to money.

I like the idea of incorporating a chess knight, because it represents
moving by leaps of intuition along the sides of a right triangle. It
alternates between white and black squares with each move, therefore,
engaging the head and heart in each action. Only a knight or a pawn
can initiate the first move of the game. The knight can make a move
that even the Queen cannot make.