Wealth Management Website and App

Role: Creative Lead, Ideation & Direction, Design Collaboration, Client Lead

Overview: Navigated a high-stakes audience expansion for a premier wealth management firm after their acquisition of a major military-focused mutual fund portfolio. To seamlessly accommodate an influx of everyday individual investors without alienating their core B2B institution and advisor clientele, we designed a triaged digital architecture. The solution tailored user paths and content strategies to serve both sophisticated financial professionals and military service members and their families.

Result: Delivered a balanced, highly adaptable digital experience that effectively bridged corporate institutional wealth management with accessible consumer financial tools.