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Redefining retirement guidance for Financial Advisors

Bonsai Logo

Bonsai is committed to enabling more people to retire with dignity through a holistic and meticulously cared for financial plan that provides greater certainty of achieving their desired goals. Working with a passionate and stalwart financial services leader, we partnered to bring this innovative new business to life through a foundational Thought Leadership series. Using the metaphor of a Bonsai tree for the new brand, we captured the company’s philosophy and approach to the industry, bringing an Obsession for Determined Outcomes.

  • Financial Advisory
  • Consulting and Technology
  • Deliverables
  • Positioning & Messaging
  • Visual Brand Development
  • Brand/Product Architecture
  • Branded Business Tools
  • Thought Leadership Papers
  • Bonsai

    Working with a visionary financial services leader, we captured the fundamental tenets of their thesis to provide a more holistic approach for financial advisors and steer them away from the path of commoditization.

    Case Study Illustration
    Case Study Illustration

    Sustena has been my go-to partner for everything brand-related from the start. They are a thoughtful and dependable partner who’s there when I need them and are constantly helping me put the Bonsai brand in its best light.
    Robert DeChellis
    Founder and Managing Partner of Bonsai

    Case Study Illustration
    Case Study Illustration

    Bonsai’s unique philosophy and approach needed to be clearly defined and expressed in a consumable way.


    We paired the company founder with a writing team to develop a foundational series of thought leadership to clearly articulate the challenges facing financial advisors and the future path for the industry.


    Bonsai needed to represent itself in a professional way as it shared its unique new approach to the industry.


    We developed a clean and fresh visual brand that echoed the Bonsai trees of the company’s name as well as its new way of thinking.


    The new company needed the right tools to share more about the company with prospective clients and partners.


    We worked with the founder to bring their pitch to life using a combination of clear, simple language and compelling infographics.

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