‍Company Size

1–10 employees‍

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Industry

Wealth Management

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Challenge

The Wealth Stewards had outgrown its template-based website. The firm had a clear identity and strong sense of its target audiences, but its digital presence didn’t reflect the depth and dimension of its brand, voice, or differentiators. Additionally, its growing library of proprietary content, which included podcasts, blog posts, and an upcoming book, wasn’t receiving the spotlight it deserved. The site’s 

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Solution

We knew the solution had to start with a complete reimagination of the website. We partnered with The Wealth Stewards to build a fully customized digital home for the firm — one that reflects who they are and where they are headed. Through discovery and brand alignment, we clarified messaging, refined site structure, and elevated visual elements. The website became the first place we introduced enhanced brand visuals, creating a cohesive foundation that now extends across the firm’s broader marketing efforts.

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Deliverables‍

• Website Redesign: We designed and developed a custom site to replace the off-the-shelf format. The new structure highlights the firm’s differentiators upfront and creates a modern, intuitive user experience.
• Brand and Voice Alignment: We refined all website copy to align with The Wealth Stewards’ established voice, ensuring consistency and clarity across pages.
• Video Content: The team wanted to create an introductory video that spoke directly to prospective clients and showcased what makes The Wealth Stewards unique. We drafted a script, shared guidelines for shooting the content, and edited the footage from the local videography team.
• Information Architecture and Navigation: We reorganized the site to better reflect target audiences and simplify navigation, making key information easier to find.
• Proprietary Content Integration: We increased visibility of podcasts, blog posts, and the firm’s upcoming book to strengthen engagement and reinforce thought leadership.

Results

The new website provides a clear, confident digital presence that aligns with The Wealth Stewards’ brand and direction. With improved navigation, stronger messaging, and elevated visuals, the site now supports prospect conversations, highlights proprietary content, and serves as a scalable foundation for continued growth.

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“A big thank you to the Out & About team for the creativity, patience, and hard work it took to get this launched.”
– Lead Advisor and Partner

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