How We Make Wealth Management Websites Not Boring - A New Case Study
Colorado Wealth Group offers a multitude of finance-related services; however, the biggest chunk of their clients hire them as a Financial Planning Process advisor.
The client wanted an interesting but at the same time professional wealth management website with web design that would attract new clients and reflect what is going on in the company. The site had to be both attractive to new users and potential customers and stay relevant to the old ones in terms of content and personal account capabilities. Colorado Wealth Group expected a clean design with suitable illustrations - Sleek, Strict, and Simple!
How Our Website Design for Financial Advisors Was Born
It took us a while to come up with a concept. One of the tricks we used to give this very serious investment advisor website a professional vibe was using black and white pictures. The monochrome colors created an atmosphere of professionalism and seriousness for the company, however, it was diluted with vector elements and icons in order not to make the site gloomy.
An image that is recreated throughout the website is the mountains (used as a nod to the team’s logo). This is a powerful way to make the site leave a mark in an unsuspecting visitor’s memory: “Ah yes, the mountain guys! Why do I remember them? Probably because I was impressed by their services. Better call now!” You get the idea.
Finally, all the top financial advisor websites are responsive, and this one is no exception. The design was adapted to fit screens of any size and resolution so the site can be accessed any time, anywhere, and from whatever device you have.
What Makes It One Of The Best Financial Advisor Websites
New Attractive Design for Wealth Management Website
Closing Thoughts
The end result adheres to the big S to a T: the website screams class. It is strictly professional, easy to use, and caters to the client’s main demographic. Just an FYI: at Direct Line Development, our scope of work is not limited to building the best financial planning websites. We’ve done it all - apps, eCommerce sites, personal projects - and we will do it again!
If you’re wondering about the financial advisor website design cost, well, the price tag usually depends on the scale of your project and the number of custom features you want. Do you have other questions? Connect with us on our social media, by phone, or drop your question into a request form here on our website, and we will satisfy your curiosity ASAP.
The sooner you call, the sooner we’ll get started!
Our works by tag Web Design and Development
Testimonials
I had a vision for my website based on my market and competition, Direct Line was able to help me to bring it to life while working around my schedule. They went above and beyond in the latter stages as I continued to have new ideas. I would recommend them to any company trying to generate more business from the web.
DLD helped make Speed Raceway the first Indoor Electric Go Karting facility in the country with Event Booking Online. It was a pleasure working with Ben, Anna and Greg. Excellent service, great price, top notch website design. Very creative thinkers.
Very happy with the finished product — everyone was helpful and delivered what they promised. Highly recommend!
I have been working with Direct Line Development for years now. I have worked with them on a large number of projects and have suggested the company to a number of friends. These guys know what they are talking about. Definitely my only choice when it comes to web and SEO. Definitely recommend!
I cannot recommend Direct Line strongly enough. This is an organization rarely found in the market today for any product. They are knowledgeable and provide fantastic customer service at incredible prices. In short, they offer price, quality and delivery - the holy trinity of value. They consistently under promise and over deliver. I would recommend them to any business looking to launch or revamp their web presence.
It was a great experience working with Direct Line Development. Their staff was helpful and responsive and the project they completed for us was exactly what we wanted! They even went above and beyond what we asked of them when they came out to take pictures as well as making certain that we did not lose our domain when we transferred to them. I would definitely refer them to any business!
I used this company to design my website. They were very professional. They were very responsive to all of my concerns. They did a great job.
Direct Line Development has been a godsend to us! We were previously working with another company who had just given up on us and refused to update or care for our website. Direct Line worked with us one on one to deliver a professional website that has an attractive modern look and is user-friendly. Since the website upgrade with Direct Line, we have noticed an increase in calls and website emails requesting reservations to our restaurant. We could not be more happy with their services and would definitely recommend Direct Line to everyone
I am beyond pleased with the level of professionalism, and the caliber of work produced by Direct Line Development in creating a landing page for my business. Anna walked me through the entire process, and offered honest, constructive feedback to help me make the best decisions regarding the final product. I would recommend using Direct Line Development for all of your business or personal web development needs
Everything works perfectly :) The website design is amazing, easy to understand and I am very satisfied.
The whole website looks very professional and I think this can help me gain more trust from my clients :)
Direct Line did a great job on adaptive design for our mobile and web site, the core for our donor communications.
With their templates, we are now able to keep our content fresh and continue to improve.
I'm extremely impressed with the customer service and the website redesign that DirectLine's developers have done for me. They were able to bring my vision to life in a short amount of time. Every email was answered in full and very quickly. All my customers love my new website and that's what is most important. My website became more useful, more informative, and completely adaptive. Today, most of my customers open my website from phones and tablets, so the adaptive design became a wonderful solution! Great customized CMS, beautiful pictures and videos.. You guys made a miracle happen for me!
They have absolutely helped my business grow. It takes work to get top placement on the internet. They helped with that. They helped to redo the web site and overcame obstacles that others could not overcome. I can say that this has worked for me and my business. This is an investment that I will get back in time and probably already have in the type of customers that find and hire me. Thank you Direct Line.
