We have a mid-sized investment advisory practice with wealth managers that is getting ready to start an independent practice. The current business name uses their last names, but we want to create a more meaningful name, something that reflects our vision and values. Some words that describe our group: synergy, creativity, excellence, integrity. The name should also include a word that reflects what we do: advisory, financial, wealth, consultant, etc. I would describe our group as warm, caring, passionate, and enthusiastic. A simple easy name, yet unique.
I also like creative names that work with their taglines: WISE Investments ~ Wisdom, Integrity, Stewardship, Expertise
Do you have any suggestions that you can’t hold back?