Dovetail Wealth Partners

Financial Planning Website Redesign

A complete transformation from a basic Wix site to a professional, conversion-focused website that reflects the quality of their ultra-high-net-worth client services.

Before

Basic Wix Template

Generic layout, limited functionality

What Wasn't Working

  • Generic Wix template that looked like every other financial site
  • No Calendly integration for easy client booking
  • Poor mobile experience
  • Limited content management capabilities
  • Slow loading times

After

Custom Professional Site

Clean design, Calendly integration, mobile-optimized

What Changed

  • Custom-coded design that reflects their premium brand
  • Integrated Calendly for seamless client scheduling
  • Mobile-first responsive design
  • Easy content management system
  • Fast loading and optimized for conversions

Trails Edge Wealth Advisors

Financial Services Website Build

A complete website build from scratch, designed to establish trust and credibility while making it easy for potential clients to get in touch.

Before

No Website

Missing online presence

What Was Missing

  • No online presence or website
  • No way for potential clients to learn about services
  • No contact information or lead capture
  • No professional credibility online
  • Lost opportunities from online searches

After

Professional Website

Clean design, contact forms, service pages

What Was Built

  • Complete custom website with professional design
  • Clear service descriptions and value propositions
  • Contact forms and lead capture systems
  • Mobile-optimized for all devices
  • SEO-optimized to attract local clients

The Results

Increased Conversions

Both clients saw significant improvements in lead generation and client inquiries after their new sites launched.

Better Search Rankings

SEO-optimized sites improved their search visibility and started ranking for relevant keywords within weeks.

Faster Loading Times

Custom-coded sites load 3-5x faster than template-based solutions, improving user experience and SEO rankings.

Improved User Experience

Modern, intuitive designs led to longer site visits and higher engagement rates from potential clients.

Ready for Your Transformation?

Let's discuss how I can help your business achieve similar results. Book a free consultation to explore your options and see what's possible for your website.

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