Steve Thomas is one of the top Independent Wealth Managers in the country.

My Role: I worked as lead designer to help update their website, integrate SEO best practices, and refine how they present their brand online.


Achieved goals 

• Successfully worked with Wells Fargo Compliance to approve all content.

• Used legacy website metrics to refine the strategic approach and custom tailor responsive device optimization.

• Created 'value added' landing pages, based on client interests and successfully increased prospect identification.

Customer insights that were integrated into the project objects

• The primary segment of customers age 35-55 used the website to qualify wealth management services before making initial contact with an advisor.

• Clients want to see clear and transparent fee structures and know that a portion of these fees goes towards custom portfolio management.