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    • watchout
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      #5922 |

      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?

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