Heartwood Wealth Advisors
An inviting, efficient, brand-forward workspace designed to foster connection.
Heartwood Wealth Advisors sought a refined space that reflects their brand and enhances the client experience. The renovated suite balances a warm, polished aesthetic with improved workflow, supporting growth, marketability, and meaningful connections.
Project Profile Coming Soon
Wealth Advisors
Market: Corporate
Location: Richmond
Size: 8,300 SF
Year Completed: 2025
APPROACH
Established in 2013, Heartwood Wealth Advisors is a 100% independently owned and operated wealth management firm specializing in personalized financial strategies. Heartwood works with businesses, families, and individuals to advise, support and provide financial services for all unique aspects of a financial life. Heartwood’s services range from financial planning to investment management and financial reporting.
The project scope included a renovation of an existing suite within Heartwood’s current building, focusing on curating a distinctive, inviting and intentional first impression while optimizing workspace. The design aimed to achieve three different buckets of objectives; connectivity through warm and polished design choices, marketability through reflection of Heartwood’s brand and identity, and functionality through enhancing efficiency, workflow for staff while also creating unique and memorable client zones.
