Client welcome gifts
Useful desk items and an approved welcome insert.
Wealth Management Client Gifts & Apparel
Thoughtful gifts.
Polished teams.
Your firm, reflected.
Client gifts, advisor apparel and event collections—planned around your brand, approval process and delivery needs.
Katy · Cypress · West Houston · Nationwide shipping
Firm owners & partnersMarketing & client-service teamsOffice & compliance reviewers
Build your collection
The right gear for your people.
Choose what fits your program. We’ll confirm styles, decoration and availability in your quote.
Advisor polos & layers
Subtle branding for work, events and travel.
Client event merchandise
Collections for seminars and appreciation events.
Golf & outing gear
Polos, caps and practical event accessories.
Employee welcome kits
An organized issue set for advisors and staff.
Holiday & milestone gifts
Consistent presentation and approved item values.
0 products selected · View your brief →
A useful starting point
Start with a collection.
Make it yours.
These are starting ideas, not fixed packages. Pick one and adjust the products, quantities and delivery needs.
Choose a collection to add it to your brief.
A clear path to your order
From first idea to approved gear.
01
Define the recipients
Separate client, employee and partner programs.
02
Set the approved budget
Confirm item values and internal gift policy.
03
Review the presentation
Approve products, logo treatment and insert copy.
04
Plan delivery
Office distribution or scoped direct shipping.
Make planning easier
Build a starting gift budget.
Set your own per-recipient budget and allowance. Have your firm approve gift policy requirements before ordering.
Planning arithmetic only—not a quote or compliance limit. Only the costs you enter are included.
Planned budget
One approved collection.
Easier repeat orders.
Ask about a company or organization store for your approved merchandise. Standard portal setup is included with a qualifying $2,000+ opening merchandise order.
- Keep approved styles and artwork together
- Plan sizes, locations and reorder needs
- Discuss individual ordering and delivery options
Products, shipping and additional services are separate. We confirm eligibility, store scope and fulfillment terms in your quote.
Discuss your ordering program →Answers before you order
Let’s make the details clear.
10 questions
Policy resource: FINRA Rule 3220. Your firm determines which rules and policies apply.
Can you help financial advisory and wealth management firms?
Yes. We can plan advisor apparel, client appreciation gifts, events and employee kits around your brand, approved budget and purchasing process.
Which gifts suit client-facing financial firms?
Consider useful, understated notebooks, pens, drinkware, totes or selected apparel. Match the occasion, recipient and firm policy rather than selecting by perceived luxury alone.
Are your gift collections automatically FINRA-compliant?
No. Applicable rules and policies depend on the firm, recipient and purpose. Your compliance reviewer approves scope and value. We supply product and price details; a generic budget is not legal approval.
Can our logos be subtle?
Yes. Compare embroidery, engraving and other suitable methods for each product. Approve scale, placement, color and the proof before ordering.
Can we review samples?
Ask about samples for the proposed products and decoration. Availability, costs, timing and return conditions are confirmed first.
Can gifts include a note and ship directly to clients?
Inserts, personalization, packing and direct shipping can be scoped. Agree on secure address transfer and recipient-data handling before supplying a client list. No confidential client data is needed for an initial quote.
Can several offices use the same collection?
Yes. An approved assortment can coordinate gifts and apparel across offices. We scope ordering contacts, approvals, branch variations and destinations.
Can you support recurring holidays and client events?
Yes. We can review repeat collections and replenishment. Confirm quantities, artwork, approval contacts and arrival dates for each event; stock and pricing may change.
What affects minimum quantities and pricing?
The garment or product, order quantity, decoration, personalization, packing and delivery all affect your quote. Tell us your budget and deadline so we can compare suitable options. Minimums and timing are confirmed for your specific order.
Can you help local and nationwide organizations?
Yes. LS Custom serves Katy, Cypress and West Houston and ships nationwide. Include your delivery ZIP codes, number of locations and required arrival date so we can plan shipping and any split deliveries.
No matching questions. Add your question to the quote request and we’ll help.
Start your project
A few details.
A more useful quote.
Tell us who the gear is for, what you need and when. Your selections travel with you to the quote request.
- Products matched to your use and budget
- Artwork and decoration reviewed before production
- Order-specific pricing and delivery plan
Prefer to talk?
855-896-3724