Private WealthNew York, NY12 Advisors

Deco Financial Partners

Ultra-high-net-worth wealth management with Art Deco inspired branding that conveys exclusivity and heritage.

$10M
Min. Account
8 New
UHNW Families
+120%
Avg. AUM/Client
decofinancialpartners.com
Deco Financial Partners - Private Wealth financial practice website case study
Deco Financial Partners mobile responsive website design
Timeline
16 weeks
ROI
2,100% ROI
Services
Web DesignBrand IdentityPhotographyContent Strategy

Overview

Deco Financial Partners serves ultra-high-net-worth families with comprehensive wealth management, estate planning, and family office services. Their minimum relationship is $10M.

The Challenge

UHNW clients expect exceptional experiences. The previous website was professional but generic - it didn't signal the exclusive, white-glove service the firm provides.

Our Approach

We created an Art Deco inspired design evoking the golden age of private banking. Gold geometric patterns, rich navy backgrounds, and typography reminiscent of exclusive establishments.

The Results

The new website attracted an elevated clientele. They added 8 new families with portfolios exceeding $50M. Average client AUM more than doubled.

Key Takeaways

  • 1UHNW clients expect premium experiences at every touchpoint
  • 2Exclusive design repels mass-market prospects (which is the goal)
  • 3Heritage aesthetics convey stability and permanence
  • 4Investment in design signals investment in service

The website immediately signaled that this was a firm operating at our level. It's the Rolls Royce of financial advisor websites.

Victoria Montgomery
Client, Family Office Principal

Ready for Results Like These?

Let's discuss how we can transform your firm's online presence.

Start Your Project

Ready to Grow Your Practice?

Join hundreds of financial practices who have transformed their online presence with Advantix Advisor.

Free consultation
No long-term contracts
Results in 90 days
2-minute booking