CASE STUDY

SwitchPoint Financial

WordPress Website for Wealth Management Firm

Client Overview

SwitchPoint Financial is a financial advisory firm offering wealth management, retirement planning, and investment strategies for individuals and businesses. The client needed a modern, trustworthy, and performance-focused WordPress website that would communicate credibility, highlight their expertise, and generate qualified client inquiries.

ROLE

Technologies Used

Project Requirements

The client approached us to:

Design and develop a clean, professional WordPress website that aligns with their brand identity.
Create clear navigation to communicate services, philosophy, and advisor profiles.
Implement lead-generation forms for consultation requests.
Optimize site performance and ensure a secure, mobile-responsive structure.
Allow easy content management for the internal team without relying on developers.

Our Approach

1. Strategy and Wireframing

Collaborated with the client to identify content priorities and user journeys. Designed a wireframe that simplified navigation, emphasized trust-building visuals, and made service discovery intuitive.

2. Custom Theme Development

Developed a custom WordPress theme using Elementor Pro for flexible editing. Ensured the layout reflected professionalism and transparency — key values in the financial industry.

3. Content Architecture

Structured the site into clear sections: Home, About, Services, Team, and Contact. Added call-to-action (CTA) blocks strategically across pages to encourage consultations.

4. Form and Lead Integration

Integrated WPForms for lead capture and consultation requests. Configured email routing and autoresponders to streamline communication between the firm and potential clients.

5. SEO & Performance Optimization

Applied SEO best practices including metadata, schema markup, and keyword optimization for financial services. Optimized assets for faster loading and implemented caching and SSL for security.

6. Mobile Responsiveness

Ensured that all layouts performed seamlessly on tablets and smartphones, offering quick load times and clear legibility for all screen sizes.

Key Features Delivered

Modern, minimalist design with a focus on trust and credibility
Editable WordPress backend with Elementor
Lead capture forms for consultations
Mobile-first performance optimization
SEO-optimized architecture and secure hosting configuration

Results Achieved

Increased qualified lead inquiries through strategic CTAs and simplified contact flows.
Improved organic visibility in local financial service searches.
Enhanced user trust and engagement with a modern, professional design.
Empowered internal team to easily edit and maintain the site