Momentum Wealth is a boutique wealth management firm serving families and business owners with long-term, personalized financial planning. This project focused on redesigning their website to increase online visibility, build trust and credibility, and support lead generation while maintaining a personalized, relationship-driven service.
Industry
Finance
Team Setup
1 designer, 2 developers
Tools Used
Figma, WordPress
Completion
2024
Challenge
Momentum Wealth’s existing website did not clearly communicate its value as a service-driven, family-focused advisory firm. While the team provided highly personalized financial guidance, the digital experience lacked clarity, trust signals, and structure expected by families and business owners making long-term financial decisions.
The site also did not clearly guide users toward next steps around common concerns such as retirement planning or wealth transfer, making it difficult for prospective clients to understand how Momentum could assist in the wealth management sphere.
Goal
Design a clear, professional, and personable website that builds trust, explains Momentum Wealth’s service approach, and increases qualified leads by guiding prospective clients toward meaningful planning conversations.
Selected high-fidelity desktop mockups of the Momentum Wealth website.
Design Rationale
My design approach focused on clarity, trust, and emotional reassurance. Content was structured around real client questions, helping users navigate complex financial topics without feeling overwhelmed.
The experience was designed to visually communicate Momentum’s process and service priorities, using clean layouts, restrained typography, and family-focused imagery to reinforce a calm and credible tone. Services were intentionally prioritized, and scenario-based calls to action were used to guide users from personal questions into relevant planning conversations The overall digital experience balances polish and approachability, supporting trust-building and lead generation over time.
Home Page
Trust-focused landing experience with clear messaging and consultation-driven CTAs.
Services
Service overview designed to help users quickly understand offerings and navigate to relevant planning areas.
Investment Management
Reusable, process-driven service template designed to scale across multiple service offerings.
Blog Archive
Centralized content hub supporting client education and long-term engagement.
Outcome
A redesigned responsive website was delivered that improves clarity, trust, and usability for prospective clients. The new experience better reflects Momentum Wealth’s relationship-driven approach, supports lead generation through clear pathways, and provides a scalable foundation for ongoing content and client engagement.