Stewardship Wealth Advisors

Print Materials

Wealth management promotional branding should appeal to more than one audience. And it should be adaptable to use both digitally and in print. Here’s how we pulled it all together.


SWA originally came to me wanting a redesign of a flyer highlighting their services. It needed to conform to the brand standards already in place and fit, preferably, on one printed sheet. We produced two versions with different images for two different demographics. The colors and the overall look blend beautifully with their professionally designed website. 

Once the flyer project was completed, SWA had me design some digital art for a MailChimp newsletter as well as two additional invitations to dinners they have each year. 



I chose to create the MailChimp art in Canva so it could be shared to them as a template they could use again and again. Make your clients’ job easier and they will return to you for more!

The first invitation was for a fancier event, thanking a selection of clients. The second invitation was for everyone to join for an educational presentation and socialize. It was designed to fit in a No. 10 envelope with the monthly mailing.


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Cottonwood Whispers Design combines the feeling of being a member of their family and the professionalism of hiring a corporate company when creating, designing, and publishing your website. I felt so confident and comfortable working with them and not feeling like I was being taken advantage of — which, if you’ve gotten bids for a website before, is very likely. Working with Cottonwood Whispers in 2017 made me more motivated to work with them again in 2019 when I helped a surgeon start his own company.

Rest assured, the work CWD provides is never one and done. They are the first to tell me if there’s a website issue, and in the rare chance I catch something first, they will drop anything and everything to resolve the issue.

If you’re debating on whether or not to update a website or start a new site, stop your search. This company will not disappoint.
Amy Ochoa
Practice Manager, Sumit A Sitole, MD Oculoplastics & Aesthetics