Wealthspire
Wealthspire Advisors is an independent wealth management firm built around a shared belief: clients deserve advisors who are deeply invested in helping them achieve their financial aspirations. Formed through the alignment of several respected advisory firms, Wealthspire delivers fiduciary guidance across financial planning, investment management, and long-term wealth strategy—without proprietary products or sales-driven incentives. With a collaborative team of more than 1,200 professionals and hundreds of billions in assets under management or advisement, Wealthspire supports individuals, families, institutions, and advisors nationwide. Its holistic approach connects every aspect of a client’s financial life, providing clarity, confidence, and continuity at every stage.
Where they started.
As Wealthspire expanded through the integration of multiple advisory organizations, its digital presence needed to evolve. While the firm’s capabilities and scale had grown significantly, the existing website did not fully reflect its collaborative model, breadth of services, or national footprint. Complex financial offerings were difficult to navigate, and the story of how Wealthspire’s teams work together around client goals was not clearly communicated. Managing content across teams, services, and insights also presented challenges for a growing organization. Without a centralized and scalable digital structure, it became harder to maintain consistency, clarity, and alignment—both for clients and for prospective advisors exploring the firm. Recognizing the importance of trust, transparency, and clarity in financial decision-making, Wealthspire identified the need for a comprehensive website redesign to better support its clients and long-term growth strategy.
The fix.
The website redesign focused on creating a modern, intuitive digital platform that clearly communicated Wealthspire’s holistic advisory model and client-first philosophy. Content was streamlined, navigation simplified, and service offerings organized to help users quickly understand how Wealthspire supports complex financial lives. The UX and content strategy emphasized collaboration, independence, and planning-led advice—key differentiators for Wealthspire. The redesigned site now provides a scalable foundation for future growth, strengthens credibility with clients and advisors, and positions Wealthspire Advisors as a trusted fiduciary partner committed to long-term financial success.
Spot the difference.
- Clearer visibility into Wealthspire’s holistic advisory services
- Unified global branding
- Improved UX for target buyers
- Easier content management
- Enhanced lead tracking via HubSpot
- Integrated content from acquired brands
- Better support for gated assets
More work.
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