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For years, the home on the web for Spectrum Wealth Management was a template-based website. But what they were doing for their clients was anything but templated—it was a hands-on, thoroughly custom approach with a great deal of expertise behind it.
It was time their online identity reflected the nature of their work. So we launched spectrum-mgmt.com with a focus on conveying the sophistication and depth of this independent firm.
Showcasing Expertise
Spectrum Wealth Management is composed of a multidisciplinary, well-credentialed team. This means they have the in-house capabilities to manage the complex financial affairs of high-net-worth clients.
An important function of the site is to showcase this expertise. With a blog, resource library and downloadable Perspective newsletter, the site gives existing clients easy access to insights from their advisors, and gives potential clients a true sense of the depth of knowledge at Spectrum.
Polished Presentation
This left the main pages of the site to present a clean, high-level overview of the firm’s most differentiating attributes—like their three-tiered service platform, life-centered client process and portfolio management capabilities.
Spectrum’s value comes from their ability to simplify the complex. So the content and flow of the site is designed to be intuitive and clear, particularly for those with no prior knowledge of the firm.
Because of the tools we integrated into the site, the team can also continue managing their blog content, building their lead network and advancing various marketing initiatives. All told, Spectrum was able to leave behind the restrictions of the templated site, while retaining the functionality they needed.
Together with a suite of print and digital brand collateral, the new site completes a set of vital brand touch points from lead introduction to client onboarding.