Overview

Although Pinnacle Legacy Partners was already a trusted name in wealth management, the firm had never had a website. They needed an online presence that matched their reputation; one that conveyed experience, reliability, and professionalism to both current and prospective clients.

Approach

I began with discovery sessions to understand the firm’s mission, audience, and service philosophy. From there, I designed a modern, content-driven layout that highlighted credibility through clear messaging, strong typography, and subtle visual hierarchy.

Using Kadence Pro, I developed a flexible design system powered by reusable block patterns and global design settings. Custom CSS refined spacing, responsiveness, and brand-aligned details. I also implemented Advanced Custom Fields to give the firm’s partners full control over services, bios, and featured content without technical support.

Solution

The finished site presents Pinnacle Legacy Partners as a forward-thinking, client-centered advisory firm. Intuitive navigation and well-structured content guide visitors to learn about the firm’s philosophy and reach out with confidence. Built on a scalable foundation, the site can easily evolve as the firm continues to grow.

Impact

Launching the website marked the firm’s entry into the digital space. It now serves as a professional touchpoint for prospective clients and a resource for existing ones; enhancing credibility, improving discoverability, and streamlining client inquiries.

Reflection

This project reinforced the importance of aligning visual design with brand values. Translating an established firm’s offline trust into an online experience required empathy and precision; ensuring every design decision communicated reliability and expertise. In future iterations, I’d expand content with interactive financial insights to further engage visitors.