Case study · Financial services · Florida
A Florida wealth management website moved to a new platform.
The problem
A fiduciary financial and retirement planning firm needed a stronger online presence for sophisticated clients.
What we built
A migration to a faster, easier-to-manage platform with a professional layout, service pages for planning, portfolio management and estate coordination, and a homepage jet video that nods to the principal's Air Force Reserve background.
Quick answers
What makes a wealth management website feel credible?
Clear service descriptions and a design that reflects the advisor's own story build more trust than generic stock imagery. This homepage video references the principal's Air Force Reserve service.
When did it launch?
April 2025.