Legacy Wealth Advisors
Sophisticated, trustworthy design for high-net-worth estate planning clients. Premium positioning with streamlined consultation booking.
Overview
Legacy Wealth Advisors serves high-net-worth families in the Bay Area with comprehensive financial planning, estate planning, and tax-efficient wealth transfer strategies.
The Challenge
The firm's website looked like every other financial advisor site - stock photos of smiling couples, generic messaging about "securing your future." It attracted price-shoppers rather than the sophisticated clients who could benefit from their advanced planning expertise.
Our Approach
We repositioned Legacy as advisors to the affluent. The design language shifted to sophisticated minimalism. Content focused on complex scenarios their ideal clients face: business succession, charitable giving strategies, multi-generational wealth transfer.
The Results
The transformation attracted an entirely different clientele. Consultation requests increased 130%, but more importantly, average client AUM jumped 45% as they began attracting families with $5M+ in assets.
Key Takeaways
- 1Premium positioning attracts premium clients - design signals who you serve
- 2Educational content builds trust and pre-qualifies sophisticated buyers
- 3Gated resources capture leads while demonstrating expertise
- 4Wealth management clients spend significant time researching before reaching out
“The new site perfectly captures the level of service we provide. Our ideal clients now find us and immediately understand our value.”
Ready for Results Like These?
Let's discuss how we can transform your firm's online presence.
Start Your ProjectReady to Grow Your Practice?
Join hundreds of financial practices who have transformed their online presence with Advantix Advisor.
