Create a professionally stunning document template for a wealth advisory firm

Accounting & Financial

Here is some background information on us: Vistica Wealth Advisors is a family-focused practice, serving West Coast professionals and pro athletes, retirement plan sponsors, institutional trustees and others seeking to build, enjoy and safely transfer their generational wealth. We offer dedicated wealth services characterized by high-touch, ongoing strategic management. And here is a link to an informational piece to give you an idea of the look and feel we like: http://issuu.com/visticawealthadvisors/docs/vistica_ebook?e=15742544/12156367

We need a template we can use so all of our powerpoints, client word documents, proposals etc will have the same format and look and feel.

Please see the attached documents which are typically the types of documents we'll be distributing to our clients which will need the new template you can create.

Every design category has flexible pricing for all budgets. Other business or advertising starts at $269.