I like your #1 entry. However, I wonder if the symbol looks very similar to Chase bank symbol. Can you review to compare any possible other options? I also like the square border too.
And if any possible shape for the words can be a curve or line that is some subtle inviting. All or some of the words curved? or bordered like vertical and horizontal or curved words with a symbol, under it around it or square it to or?
Also wonder if the symbol you did or another option symbol might be the bright dark blue with an exchange with include black with grey or an accent of grey or silver of the colors or the symbol rather than so many different blues shades/colors on the symbol now.
if using a grey or silver accent to any black word or for a shadow or just a fine line-- sort of like a silver lining to give it sharp? On "Fiduciary Services" or options on the black or grey "Personalized Asset & Care Management."