Design a strong modern logo for a wealth management business

Kalpa Wealth Management

Kalpa Wealth Management is a boutique wealth advisory business concentrating on providing proactive financial advice to a small group of high net wealth clients. KWM will be based in 101 Collins Street, with Rohan spending a few days per week in Melbourne and the remainder of his time being spent in Geelong.

Rohan is an approachable, personable and friendly adviser who strives to understand all aspects of a clients’ situation, with every client being given the best and most relevant advice available for their situation.

KWM will operate in both Melbourne and Geelong. The ideal client will be in the high net wealth category, although this won’t be the only client KWM will take on. Typically clients fall into the age category of 55-70 however Rohan has advised many of various ages.

“Kalpa” is a derivative of “Kala Patthar”, the highest landmark Rohan has been to at 5600m, near Everest Base Camp.
Rohan saw a lot of similarities between the experience of climbing to Mount Everest Base Camp and the process of investing and building wealth. As with the trek, investing can be a slow process - by accepting measured gains, mitigating risks and acclimatising, the probability of long term success is much greater.

Ideally the logo will portray the below:
• Strong / reliable
• Professional / corporate
• Quality / High end / Sophisticated
• Personable / approachable
• Fresh, modern and intriguing (not old, stand offish and stale)

There’s a possible link to mountains through the brand name, this may be included in an abstract way, however it could definitely be excluded if you see a better solution for an icon, or no icon at all. We don’t want to be mistaken for an outdoor clothing business!
Given the uniqueness of the name, it's important that Kalpa is clear and stands out.