C2 Private Wealth reinforces client trust, streamlines vendor coordination & brings their rebrand to life

The Opportunity

C2 Private Wealth (formerly Senior Planning Advisors), a distinguished financial services firm, recently rebranded to reflect its evolving mission and client base. Known for delivering tailored investment and wealth management services, C2 wanted to ensure every touchpoint reinforced its image of trust, professionalism, and discretion, especially during client onboarding.

As part of the rebrand, C2 sought to elevate its onboarding experience with branded materials, including leather binders, tote bags, and other essentials. Given the urgency and sensitivity of the rebrand, C2 turned to Stitchi as a trusted partner to help bring their refreshed brand to life.

The Challenge

C2 needed a curated collection of premium, on-brand, and on-budget products, fast. With less than a month to deliver, the stakes were high. Any delay or inconsistency could undermine the rebrand's impact.

The team faced a common problem: too many suppliers, too many options, and no clear way to ensure brand consistency across all items. Sourcing products individually risked diluting the cohesive experience they were aiming for.

Our rebrand wasn’t just cosmetic—it was about reinforcing the trust and sophistication our clients expect. The onboarding kit played a key role in making that message tangible.

The Solution

Acting as an extension of C2’s team, Stitchi took the time to deeply understand their new brand direction and the expectations of their clientele, many of whom are affluent, older individuals accustomed to high-touch service.

We leveraged our global supplier network to curate premium items that aligned with C2’s budget, timeline, and refined aesthetic.

One of the biggest challenges was sourcing a high-quality leather binder that met C2’s premium standards without exceeding their budget. The original supplier delivered on quality, but the cost was unsustainable. To overcome this, we leveraged our overseas manufacturing network to source an equally premium alternative, maintaining the look and feel C2 required while staying within budget.

Our team streamlined the process, eliminating decision fatigue while ensuring every product, including the leather binders, embodied the brand’s tone and upheld the integrity of C2’s rebrand. The final branded kit included:

• A sleek leather portfolio binder

• Branded totes

• Refined notebooks

• Elegant pens

• A minimalist coffee mug
  

Each item was intentionally selected to reinforce C2’s values of sophistication, trust, and attention to detail.

The Result

In just four weeks, Stitchi designed, sourced, and produced a fully custom onboarding kit that brought C2’s rebrand to life.

The result was a cohesive, high-touch client experience that left a strong first impression. Stitchi helped C2 execute a fast-paced rebrand with confidence, quality, and consistency by managing every step, from product selection to delivery.