Wealth Management Website
A confidence-building web presence for an independent wealth management firm.
CLIENT
Livingston Wealth Management
NICHE
Financial Planning & Advising
INDUSTRY
Financial Services
CHALLENGE
Livingston Wealth Management wanted the site to reflect steady, long term guidance, but earlier content leaned heavily on technical language. Prospective clients struggled to see how the firm would actually relate to their real concerns about retirement, markets, and family planning.
The structure also made it difficult to grasp who the firm serves, what services are offered, and why a local advisor might be a good fit, all within a few minutes of browsing.
Marketing regulations for financial advisors are so strict and complex that it made it difficult for them to clearly communicate their value in a way that ordinary people would appreciate and regulators would approve of.
Solution
We rewrote key sections around the theme of confidence in your finances. Short paragraphs and question-driven lines highlight common worries, then connect them to Livingston’s planning and wealth management services.
The approach, the process, and the firm’s history are broken into scannable chunks that emphasize independence, fiduciary duty, and client-centric relationships, without drowning visitors in jargon.
Results
The new copy positions Livingston Wealth Management as a calm, knowledgeable partner, not just another investment product franchise. Visitors quickly understand the value of a long term relationship, the breadth of services, and the human team behind the numbers.
That clarity supports more intentional, qualified inquiries, since people reach out with a better sense of what working together will look like.
“I have known Vic King since high school. He has always been very creative and intelligent. This shows itself well in the work he did with our new website. Vic is laid back yet precise in what you want from your site. He will take into account the psychology of steering your site's visitors to your ultimate goal. All while presented in a modern, mobile friendly, themed, and visually pleasing aesthetic. Vic is very flexible in what platform, features, or aid you need for your website. All delivered in a very timely manner. We are very pleased with our experience!”
David Livingston
Financial Advisor, Livingston Wealth Management
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