Central Wealth Management is an independent wealth management firm in Madison, Wisconsin. They serve a wide variety of affluent professionals and business owners, and their focus is providing “Financial Planning Centered on You.”
Goals
When Central Wealth Management approached us, they had one main priority: put their clients first. They were launching a new brand as an independent firm and they wanted to showcase the key elements that really mattered to their clients. Their brand was named after their commitment to make their clients the central focus of their work, and they needed their site to reflect that. Read more...
CWM wanted a site that was sleek and modern, something that emphasized their client-centric and tech-savvy service. They needed their site to appeal to their affluent market and make a bold statement without overwhelming the user.
The team at Central Wealth also knew that their clients and prospects would want to learn about them, too—and not just their designations, but who the CWM team was on a personal level. As such, they wanted to get creative with their bios and avoid anything that seemed standard or cookie-cutter.
What We Did
- Custom Website Development
Deliverables
CWM’s website is a prime example of how to do “more with less.” Their entire website details just three aspects of their firm, and it works for them. We were very selective with the content we used on their site, and we highlighted only the important points. This extremely minimal approach isn’t for every advisor, but it’s definitely doable—and even advantageous—when you know your market and what’s important to them. For CWM’s clients, we included the firm’s Vows (their brand promise), their core services and expertise, and the team’s bios. Users can click to view more information about their services or the team’s bios, but these three elements are front-and-center, keeping the site clean and to-the-point. Read more...
The great thing about websites is that you can showcase an ample amount of content about your firm without filling your website with pages of text. CWM’s bios are a great example of how to share interesting information without making your site look like a textbook. Each of the team member’s bios expand in a pop-up box with multiple categories, including a general overview, photos, and expandable “Fun Facts” about each team member that users can click to view the answers. Wondering how to share those seemingly random but valuable connection points with clients and prospects on your website? This is your answer.
