The call to adventure

When Jason Walker and his team of seasoned financial advisors decided to branch off and create their new practice, they knew they needed a brand that would reflect their expertise and commitment to their clients. After parting ways with their previous firm, which had been acquired, they sought out a partner that could help them make a strong first impression in the competitive financial services landscape. 

That’s when Jason turned to Something Great Marketing.

Embarking on the journey

We first connected with Jason and the soon-to-be Wealthstead team in June 2024. They had a clear vision for their new practice but needed a brand and website that would encapsulate their values, attract clients, and stand out in the market.

Wealthstead’s team is made up of longtime colleagues, all experts in their fields, with a diverse client base ranging from mass affluent families to business owners. Their focus on comprehensive financial planning and retirement income management required a brand that conveyed trust, professionalism, and a forward-thinking approach.

The meeting

In our initial meetings, we delved deep into what makes Wealthstead unique. Through a series of interviews and discussions, we gathered insights that would shape their new brand identity. We worked closely with the team to create a brand guide that included new logos, fonts, and color schemes that would resonate with their target audience. This was more than just a design project; it was about crafting a visual identity that reflected Wealthstead’s commitment to guiding clients on their financial journeys.

After showing the team some of the work we did for one of Florida's leading accounting firms, along with a few other past projects, we signed a contract and agreed to bring Wealthstead to life.

The work begins

With a solid brand foundation in place, we moved on to building Wealthstead’s digital presence. Our team designed and developed a comprehensive website that not only looked great but was also highly functional. The site includes an About page that tells the story of Wealthstead’s formation, individual team member pages that highlight the expertise of each advisor, a Contact page with integrated forms connected to their new email addresses, and a detailed Services section that covers everything from retirement planning to portfolio management.

In addition to the website, we conducted interviews to develop compelling copy that speaks directly to Wealthstead’s audience. We also coordinated the creation of new images that visually represent the brand’s professional and welcoming tone. Every element of the website was designed with the user in mind, ensuring a seamless and informative experience for potential clients.

Take a look at their website here, or watch the overview video we posted on our Instagram page below. 

The feedback

The Wealthstead team was impressed with how the final product aligned with their vision. The new brand and website not only met but exceeded their expectations, providing them with the tools they needed to make a strong entry into the market. The integration of their contact forms with their new email addresses and the setup of analytics and search console ensure they are fully equipped to track and grow their online presence.

Going live

Wealthstead’s new website went live on August 15, 2024, marking the start of an exciting new chapter for the team. With their brand solidified and their digital presence established, they are now well-positioned to continue growing and serving their clients with the same dedication and expertise they’ve always had.

The return

The new brand and website have provided Wealthstead with a strong platform to build their practice–the latter of which is already bringing in new leads. The clean, modern design and clear, compelling messaging have already started to attract new clients and strengthen existing relationships. As they continue to grow, Wealthstead can confidently move forward, knowing their brand reflects their values and their vision for the future.

Our sincere thanks to Jason, Vlad, Patti, and the entire Wealthstead team for trusting Something Great Marketing to bring their brand to life. We’re excited to see what the future holds for this team of consummate professionals. 

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