Marbot Wealth provides one-on-one financial coaching and Personal CFO support for busy professionals and families seeking greater clarity, organization, and follow-through in their financial lives.
Media resources · Brand standards
Press Kit.
Approved language, visual standards, and media assets for clear and consistent references to Marbot Wealth.
01 · Brand identity
Use the name
with intention.
The wordmark is the preferred expression of the Marbot Wealth identity. Preserve its capitalization, spacing, and editorial character.
Financial Coach · Personal CFO
Use “MW” only when the full name appears nearby or the context is already clear.
02 · Approved language
Clear words.
Accurate positioning.
Marbot Wealth is a financial coaching and Personal CFO practice founded by Carlos Marbot, MBA. The firm helps individuals and families organize their financial lives, clarify priorities, prepare for important decisions, and turn goals into practical next steps. Its work is educational and coaching-based, with no product sales, commissions, investment management, or transaction execution.
Carlos Marbot, MBA, is the founder of Marbot Wealth and a Financial Coach and Personal CFO. He works one-on-one with busy professionals and families to connect financial details with real-life priorities, bringing structure, plain-English education, and accountability to decisions that can otherwise feel fragmented or unfinished.
Describe Marbot Wealth as a Financial Coach or Personal CFO. Do not describe the firm as a registered investment adviser, fiduciary, investment manager, portfolio manager, broker, tax adviser, or law firm.
03 · Visual system
A restrained
editorial palette.
Use generous whitespace, calm contrast, and a limited palette. Gold is an accent—not a dominant field color.
Headlines, editorial statements, and selected emphasis.
Body copy, navigation, labels, and practical information.
04 · Media assets
Ready for
publication.
Use these files in editorial coverage, event materials, profiles, and approved Marbot Wealth communications.


05 · Usage & voice
Keep it calm,
direct, and useful.
- Use the full name “Marbot Wealth” on first reference.
- Keep clear space around marks and headlines.
- Write in plain English and distinguish observations from advice.
- Use “Carlos Marbot, MBA” on first biographical reference.
- Stretching, outlining, shadowing, or recoloring the wordmark.
- Using unapproved colors or decorative typefaces.
- Product-sales language, performance promises, or investment-management claims.
- Changing the firm name to “Marbot Financial” or “Marbot Wealth Management.”
Media and brand inquiries