Hi. I have tried to address your three main points in the following ways...
#1 - We are a trusted team of financial advisors: three pieces working together as one #2 - We value building authentic long-term relationships with our family of customers: three arrow shapes combine with negative space to create building blocks #3 - We embrace the latest technology and strategies: arrows in a rotating pattern show progress
I welcome your comments, suggestions and requests.
Design #142 is one of our favorites in the contest so far and is ranked accordingly. The mark you created looks like a path and an an upward progressing chart -- both of which are positive symbols that represent us. We also like other designs because each found a way to use our "WH" abbreviation. If it were possible to do both without clutter -- to show the WH while depicting the concepts you've hit, that could win this contest. Otherwise, we'll be choosing between an abstract mark like yours and a letterform mark. Please let us know any comments or questions you might have.