Case Study
When people seeking a financial advisor online have a dozen tabs open comparing financial advisors, standing out is critical. Glassman Wealth Services’ exceptionally low client-to-advisor ratio and deeply personalized approach already sets them apart. But their previous website, while functional, wasn't creating the same "pattern interruption" that their in-person service delivers. For a firm that prides itself on being refreshingly different in a conformist industry, their website’s first impression needed to match the exceptional experience clients receive when working with their team.
We collaborated with Glassman to evolve their digital presence, implementing strategic design updates that preserved their foundation while introducing sophisticated visual elements that signal their unique approach.
- Distinctive Visual Language: Elegant combination of serif and sans-serif typography creating immediate visual differentiation from competitor sites
- Strategic Minimalism: Thoughtfully boxed content sections that maintain continuity while creating purposeful visual separation
- Enhanced Team Presentation: Reimagined profile system highlighting the personality and expertise of each advisor
Team member profiles now showcase both professional credentials and personal elements, reflecting Glassman's relationship-centered approach to wealth management.
The multi-stage contact form creates an engaging, conversational experience that begins building relationships from the first interaction.
Through thoughtful design refinements, Glassman Wealth's digital presence now delivers the same distinctive experience as their in-person service. The updated site creates a compelling "pattern interruption" that helps them stand out in a crowded marketplace while authentic to their mission of bringing refreshing personalization to wealth management.
