Case study · Financial services · San Francisco, California
A San Francisco wealth management firm website with a clean, minimal design.
The problem
A San Francisco wealth management firm wanted to streamline its online presence for a cleaner, more effective user experience.
What we built
A minimal redesign with an About page on core values, a Process page outlining its approach and an organized team page with bios.
Quick answers
What should a wealth management website communicate?
Prospective clients want to know the firm's values, how it works and who they will work with. Dedicated values, process and team pages answer those questions in order.
When did it launch?
July 2017.