PORTFOLIO
Website redesign for a wealth management advisor: Jonathan's journey
The context & the challenges
Jonathan, a fiduciary registered investment adviser in Corona del Mar, California, had launched a homemade Squarespace site on his own.
Jonathan's content was rich and relevant, but the user experience and SEO were not optimized, and his visual identity lacked consistency and was not at the level of the quality of his services.
Jonathan wanted a wealth management advisor website that was clear, reassuring, and lived up to the trust his profession demands.
Project objectives
Translate Jonathan's expertise into an accessible and reassuring message
Streamline the initial contact process
Highlight his values and expertise
Improve mobile responsiveness
Optimize visibility in a highly competitive field
Increase leads
Optimize technical performance
A co-creative approach
1
Discovery
We explored the values that drive Jonathan: ethics, clarity, professionalism. His brand identity was reformulated using a more storytelling approach.
2
Fluid structure
The page structure has been completely redesigned for a smooth and clear user experience. The content has been streamlined, and the contact process has been given greater prominence.
3
Aligned redesign
A reassuring blue-violet palette, elegant typography, clean design, and professional photos by Jonathan to humanize the journey.
4
Peaceful maintenance
Thanks to my long-term support, Jonathan can now focus on developing his business rather than on technical details.
The result
Jonathan now feels aligned with his digital image: professional, elegant, and customer-focused. Visits to his website have increased by 25%, and inquiries by 35%.
A new brand identity and a renewed digital strategy, in line with his values and target clientele
An optimized user experience to encourage conversions (newsletter subscriptions, appointment bookings)
A complete UI/UX redesign to better reflect its expertise and level of support
Jonathan's testimony
"Marie has taken my company's web presence to a whole new level. After meticulously auditing the old site to identify optimization opportunities, and following in-depth collaboration to refine our brand identity and put our customers at the heart of the experience, she undertook a complete redesign. The result is visually stunning, true to my vision of an elegant, magazine-like feel. New features now allow visitors to learn more and engage with the site on their own terms. I love the result, and working with Marie was a true pleasure!"
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A digital presence that inspires trust
Do you also want a website that speaks to your customers even before their first call? Let's discuss your redesign: I'll guide you step by step, from strategy to launch.
